Category: Blog

Although I’m not certain when I first heard this statement, it has over the centuries stuck in my mind. How do you generate solutions for scenarios you can’t think? Or create products that are functional on products that have not yet been created?

Flash, Photoshop, and flexible style

Photoshop was my go-to program when I first started creating blogs. I created a 960px paint and set about creating a design that I would eventually lose information in. The growth phase aimed to achieve pixel-perfect accuracy by using set widths, fixed heights, and absolute placement.

Ethan Marcotte’s speak at An Event Off and subsequent content” Responsive Web Design” in A List Off in 2010 changed all this. As soon as I learned about responsive style, I was convinced, but I was even terrified. The pixel-perfect models full of special figures that I had formerly prided myself on producing were no longer good enough.

My first encounter with flexible style didn’t help my fear. My second project was to get an active fixed-width website and make it reactive. You can’t really put responsiveness at the end of a job, which I learned the hard way. To make smooth design, you need to prepare throughout the style stage.

A novel method of style

Developing flexible or smooth sites has always been about removing limitations, producing material that can be viewed on any system. It relies on using percentage-based layouts, which I immediately achieved using local CSS and power courses:

.column-span-6 { width: 49%; float: left; margin-right: 0.5%; margin-left: 0.5%;}.column-span-4 { width: 32%; float: left; margin-right: 0.5%; margin-left: 0.5%;}.column-span-3 { width: 24%; float: left; margin-right: 0.5%; margin-left: 0.5%;}

Then with Sass so I could take advantage of @includes to re-use repeated slabs of script and walk up to more semantic premium:

.logo { @include colSpan(6);}.search { @include colSpan(3);}.social-share { @include colSpan(3);}

Media inquiries

The next ingredient for flexible design is press queries. Without them, content would shrink to fit the available space, regardless of whether it remained readable ( The exact opposite issue resulted from the development of a mobile-first approach ).

Media inquiries prevented this by allowing us to add breakpoints where the design could adapt. Like most people, I started out with three breakpoints: one for desktop, one for tablets, and one for mobile. Over the years, I added more and more for phablets, wide screens, and so on. 

For years, I happily worked this way and improved both my design and front-end skills in the process. The only problem I encountered was making changes to content, since with our Sass grid system in place, there was no way for the site owners to add content without amending the markup—something a small business owner might struggle with. This is because each row in the grid was defined using a div as a container. Adding content meant creating new row markup, which requires a level of HTML knowledge.

String premium was a mainstay of early flexible design, present in all the frequently used systems like Bootstrap and Skeleton.

 
1 of 7
 
2 of 7
 
3 of 7
 
4 of 7
 
5 of 7
 
6 of 7
 
7 of 7

Another difficulty arose as I moved from a design firm building websites for little- to medium-sized companies, to larger in-house teams where I worked across a collection of related sites. In those capacities, I began to work more with recyclable parts.

Our rely on multimedia queries resulted in parts that were tied to frequent screen sizes. If part libraries are intended to be reused, this is a real problem because you can just use these components if the devices you’re designing for match the style library’s screen sizes, which prevents you from actually achieving the “devices that don’t yet exist” purpose.

Then there’s the problem of space. Media inquiries allow components to adapt based on the viewport size, but what if I put a component into a sidebar, like in the figure below?

Container queries: A false sun or our lord?

Container concerns have long been touted as an improvement upon advertising questions, but at the time of writing are unsupported in most computers. Although there are JavaScript workarounds, they can lead to dependability and compatibility issues. The basic theory underlying container queries is that elements should change based on the size of their parent container and not the viewport width, as seen in the following illustrations.

One of the biggest arguments in favor of container queries is that they help us create components or design patterns that are truly reusable because they can be picked up and placed anywhere in a layout. This is a significant step in the development of a component-based design that can be used on any device of any size.

In other words, responsive components to replace responsive layouts.

Container queries will enable us to design components that can be placed in a sidebar or in the main content rather than pages that respond to the browser or device size.

My concern is that we are still using layout to determine when a design needs to adapt. This approach will always be restrictive because we will still require predetermined breakpoints. For this reason, my main question with container queries is, How would we decide when to change the CSS used by a component?

The best place to make that choice is probably not a component library that is disconnected from context and real content.

As the diagrams below illustrate, we can use container queries to create designs for specific container widths, but what if I want to change the design based on the image size or ratio?

In this instance, the container’s dimensions are not what should be used to dictate the design; rather, the image is.

It’s hard to say for sure whether container queries will be a success story until we have solid cross-browser support for them. Responsive component libraries would undoubtedly change the way we design, and they would increase the possibilities for reuse and design at scale. But maybe we will always need to adjust these components to suit our content.

CSS is evolving.

Whilst the container query debate rumbles on, there have been numerous advances in CSS that change the way we think about design. The days of fixed-width elements measured in pixels and floated div elements used to cobble layouts together are long gone, consigned to history along with table layouts. Flexbox and CSS Grid have revolutionized layouts for the web. We can now create elements that wrap onto new rows when they run out of space, not when the device changes.

.wrapper { display: grid; grid-template-columns: repeat(auto-fit, 450px); gap: 10px;}

The repeat() function paired with auto-fit or auto-fill allows us to specify how much space each column should use while leaving it up to the browser to decide when to spill the columns onto a new line. Similar things can be achieved with Flexbox, as elements can wrap over multiple rows and “flex” to fill available space. 

.wrapper { display: flex; flex-wrap: wrap; justify-content: space-between;}.child { flex-basis: 32%; margin-bottom: 20px;}

The biggest benefit of all this is you don’t need to wrap elements in container rows. Without rows, content is not directly related to page markup, allowing for changes or additions to content without further development.

The real game changer for flexible designs is CSS Subgrid, which is a significant improvement in terms of designing designs that allow for evolving content.

Remember the days of crafting perfectly aligned interfaces, only for the customer to add an unbelievably long header almost as soon as they’re given CMS access, like the illustration below?

Subgrid allows elements to respond to adjustments in their own content and in the content of sibling elements, helping us create designs more resilient to change.

.wrapper { display: grid; grid-template-columns: repeat(auto-fit, minmax(150px, 1fr)); grid-template-rows: auto 1fr auto; gap: 10px;}.sub-grid { display: grid; grid-row: span 3; grid-template-rows: subgrid; /* sets rows to parent grid */}

CSS Grid allows us to separate layout and content, thereby enabling flexible designs. Subgrid also enables us to create designs that can be modified to fit changing content. Subgrid at the time of writing is only supported in Firefox but the above code can be implemented behind an @supports feature query.

Intrinsic layouts

I’d be remiss not to mention intrinsic layouts, the term created by Jen Simmons to describe a mixture of new and old CSS features used to create layouts that respond to available space.

Columns with percentages are flexible in responsive layouts. Intrinsic layouts, on the other hand, use the fr unit to create flexible columns that won’t ever shrink so much that they render the content illegible.

frunits is a statement that says,” I want you to distribute the extra space in this way, but never make it smaller than the content that is inside.”

—Jen Simmons,” Designing Intrinsic Layouts”

Additionally, intrinsic layouts can mix and match both fixed and flexible units, letting the content choose how much space is taken up.

What distinguishes intrinsic design is that it not only creates designs that can withstand future devices but also helps scale designs without losing flexibility. Components and patterns can be lifted and reused without the prerequisite of having the same breakpoints or the same amount of content as in the previous implementation.

We can now make designs that can fit the content in them, the inside of them, and the content around them. With an intrinsic approach, we can construct responsive components without depending on container queries.

Another 2010 moment, perhaps?

This intrinsic approach should in my view be every bit as groundbreaking as responsive web design was ten years ago. It’s another instance of “everything changed,” in my opinion.

But it doesn’t seem to be moving quite as fast, I haven’t yet had that same career-changing moment I had with responsive design, despite the widely shared and brilliant talk that brought it to my attention.

One possible explanation for that is that I now work for a sizable company, which is quite different from the design agency position I held in 2010. In my agency days, every new project was a clean slate, a chance to try something new. Modern projects frequently improve existing websites with an existing codebase and use existing tools and frameworks.

Another could be that I feel more prepared for change now. I was new to design in general in 2010; the shift was frightening and required a lot of learning. Also, an intrinsic approach isn’t exactly all-new, it’s about using existing skills and existing CSS knowledge in a different way.

You can’t framework your way out of a content issue.

Another reason for the slightly slower adoption of intrinsic design could be the lack of quick-fix framework solutions available to kick-start the change.

Ten years ago, responsive grid systems were everywhere. With a framework like Bootstrap or Skeleton, you had a responsive design template at your fingertips.

Because the benefit of having a selection of units is a hindrance when it comes to creating layout templates, intrinsic design and frameworks do not go hand in hand quite as well. The beauty of intrinsic design is combining different units and experimenting with techniques to get the best for your content.

There are also design tools. We probably all, at some point in our careers, used Photoshop templates for desktop, tablet, and mobile devices to drop designs in and show how the site would look at all three stages.

How do you do that right away, with each component reacting to content and layout flexing as needed? This type of design must happen in the browser, which personally I’m a big fan of.

Another ongoing debate centered on whether designers should code is ongoing. When designing a digital product, we should, at the very least, design for a best- and worst-case scenario when it comes to content. It’s not ideal to implement this in a graphics-based software package. In code, we can add longer sentences, more radio buttons, and extra tabs, and watch in real time as the design adapts. Does it continue to function? Is the design too reliant on the current content?

I’m personally anticipating the day when a design component can truly be flexible and adapt to both its space and content without relying on the device or container dimensions. This is the day.

Content first

Content is not a fixed thing. After all, to design for the unknown or unexpected we need to account for content changes like our earlier Subgrid card example that allowed the cards to respond to adjustments to their own content and the content of sibling elements.

Thankfully, there’s more to CSS than layout, and plenty of properties and values can help us put content first. Subgrid and pseudo-elements like ::first-line and ::first-letter help to separate design from markup so we can create designs that allow for changes.

This is not the same as previous markup hacks like this.

 First line of text with different styling...

—we can target content based on where it appears.

.element::first-line { font-size: 1.4em;}.element::first-letter { color: red;}

Much bigger additions to CSS include logical properties, which change the way we construct designs using logical dimensions (start and end) instead of physical ones (left and right), something CSS Grid also does with functions like min(), max(), and clamp().

This flexibility allows for directional changes according to content, a common requirement when we need to present content in multiple languages. This was frequently accomplished with Sass mixins in the past, but it was frequently limited to switching from left-to-right to right-to-left orientation.

In the Sass version, directional variables need to be set.

$direction: rtl;$opposite-direction: ltr;$start-direction: right;$end-direction: left;

These variables can be used as values—

body { direction: $direction; text-align: $start-direction;}

—or as properties.

margin-#{$end-direction}: 10px;padding-#{$start-direction}: 10px;

However, with native logical properties, we can now avoid relying on Sass ( or a similar tool ) and pre-planning, which meant using variables throughout a codebase. These properties also start to break apart the tight coupling between a design and strict physical dimensions, creating more flexibility for changes in language and in direction.

margin-block-end: 10px;padding-block-start: 10px;

There are also native start and end values for properties like text-align, which means we can replace text-align: right with text-align: start.

Like the earlier examples, these properties help to build out designs that aren’t constrained to one language, the design will reflect the content’s needs.

Fluid and fixed

We briefly covered the power of combining fixed widths with fluid widths with intrinsic layouts. The min() and max() functions are a similar concept, allowing you to specify a fixed value with a flexible alternative. 

For min() this means setting a fluid minimum value and a maximum fixed value.

.element { width: min(50%, 300px);}

As long as the element’s width doesn’t exceed 300px, the element in the figure above will be 50 % of its container.

For max() we can set a flexible max value and a minimum fixed value.

.element { width: max(50%, 300px);}

As long as the element’s width is at least 300px, it will now cover 50 % of its container. This means we can set limits but allow content to react to the available space.

The clamp() function builds on this by allowing us to set a preferred value with a third parameter. Now we can allow the element to shrink or grow if it needs to without getting to a point where it becomes unusable.

.element { width: clamp(300px, 50%, 600px);}

This time, the element’s width will be 50 % of its container’s preferred value, with no exceptions for 300px and 600px.

With these techniques, we have a content-first approach to responsive design. We can distinguish between markup and content, which means that user modifications will not have an impact on the design. We can start to future-proof designs by planning for unexpected changes in language or direction. Additionally, we can increase flexibility by specifying desired dimensions alongside adaptable alternatives, which will allow for more or less content to be displayed correctly.

Situation first

We can cover device flexibility by changing our approach, designing around content and space rather than catering to devices, thanks to what we’ve discussed so far. But what about that last bit of Jeffrey Zeldman’s quote,”… situations you haven’t imagined”?

Rather than someone using a mobile phone and moving through a crowded street in glaring sunshine, it’s a very different design to be done for someone using a desktop computer. Situations and environments are hard to plan for or predict because they change as people react to their own unique challenges and tasks.

This is why making a decision is so crucial. One size never fits all, so we need to design for multiple scenarios to create equal experiences for all our users.

Thankfully, we have many options available to you.

Responsible design

” Mobile data is prohibitively expensive in some places around the world, and broadband infrastructure is sparse or absent.”

” I Used the Web for a Day on a 50 MB Budget“

Chris Ashton

One of the biggest assumptions we make is that people interacting with our designs have a good wifi connection and a wide screen monitor. However, our users may be commuters using smaller mobile devices that may experience disconnects in connectivity in the real world. There is nothing more frustrating than a web page that won’t load, but there are ways we can help users use less data or deal with sporadic connectivity.

The srcset attribute allows the browser to decide which image to serve. This means we can create smaller ‘cropped’ images to display on mobile devices in turn using less bandwidth and less data.

The preload attribute can also help us to think about how and when media is downloaded. It can be used to tell a browser about any critical assets that need to be downloaded with high priority, improving perceived performance and the user experience. 

Additionally, there is native lazy loading, which indicates that only required files should be downloaded for use.

With srcset, preload, and lazy loading, we can start to tailor a user’s experience based on the situation they find themselves in. What none of this does, however, is allow the user themselves to decide what they want downloaded, as the decision is usually the browser’s to make. 

So how can we put users in control?

The media queries are returning.

Media inquiries have always been about much more than device sizes. They allow content to adapt to different situations, with screen size being just one of them.

We’ve long been able to check for media types like print and speech and features such as hover, resolution, and color. Because of these checks, we can offer options that work for more than one situation. It’s less about one-size-fits-all and more about providing adaptable content.

As of this writing, the Media Queries Level 5 spec is still under development. It introduces some really intriguing queries that will enable us to design for a number of other unanticipated situations in the future.

For example, there’s a light-level feature that allows you to modify styles if a user is in sunlight or darkness. These features, which have custom properties, make it simple to create designs or themes for particular environments.

@media (light-level: normal) { --background-color: #fff; --text-color: #0b0c0c; }@media (light-level: dim) { --background-color: #efd226; --text-color: #0b0c0c;}

Another key feature of the Level 5 spec is personalization. Instead of creating designs that are the same for everyone, users can choose what works for them. This is achieved by using features like prefers-reduced-data, prefers-color-scheme, and prefers-reduced-motion, the latter two of which already enjoy broad browser support. These features tap into preferences set via the operating system or browser so people don’t have to spend time making each site they visit more usable. 

Media inquiries like this go beyond choices made by a browser to grant more control to the user.

Expect the Unexpected

In the end, the one thing we should always expect is for things to change. With foldable screens already available, especially in the form of tablets, we can’t keep up with them.

We can’t design the same way we have for this ever-changing landscape, but we can design for content. We can create more robust, flexible designs that increase the longevity of our products by putting content first and allowing that content to adapt to whatever space surrounds it.

A lot of the CSS discussed here is about moving away from layouts and putting content at the heart of design. There is so much more we can do to adopt a more intrinsic approach, from responsive components to fixed and fluid units. Even better, we can test these techniques during the design phase by designing in-browser and watching how our designs adapt in real-time.

When it comes to unexpected circumstances, we must make sure our goods are accessible whenever and wherever needed. We can move closer to achieving this by involving users in our design decisions, by creating choice via browsers, and by giving control to our users with user-preference-based media queries.

A good design for the unexpected should allow for change, give choice, and give control to those we serve: our users themselves.

However, how can a content management system ( CMS ) be set up to reach your audience both now and in the future? I learned the hard way that creating a content model—a concept of information types, attributes, and relationships that let people and systems understand content—with my more comfortable design-system wondering would collapse my patient’s holistic information strategy. By developing content versions that are conceptual and even join related content, you can avoid that result.

I just had the opportunity to direct the CMS application for a Fortune 500 company. The customer was excited by the benefits of an holistic information plan, including material modify, multichannel marketing, and robot delivery—designing content to be comprehensible to bots, Google knowledge panels, snippets, and voice user interfaces.

A content type is essential to an omnichannel content strategy, and it required conceptual types to be given names that don’t depend on how the content is presented. Our goal was to allow writers to create original content that could be used wherever they felt was most useful. However, as the project progressed, I realized that the entire group had to be aware of a new design in order to support material reuse on the level that my customer needed.

Despite our best motives, we kept drawing from what we were more common with: design techniques. Unlike web-focused information strategies, an holistic information strategy doesn’t rely on WYSIWYG equipment for design and structure. Our inclination to approach the material model using our well-known design-system thinking consistently stifled our attention from one of the main objectives of a willing model: delivering content to audiences across multiple marketing channels.

Two fundamental tenets govern a successful content type

We needed to explain to our designers, developers, and stakeholders that we were undertaking a very unique task from their earlier web projects, where it was common for everyone to view content as physical building blocks that fit into layouts. Because it made the layouts feel more recognizable, the previous approach was more intuitive, at first, at least initially. The team was able to know how a willing model differs from the design systems we were familiar with by discovering two principles:

1. Instead of structure, vocabulary must be used by content versions.
2. And information that belongs together should be linked to material models.

Conceptual material models

Type and attribute names for semantic articles models are used to represent the content’s intended purpose and not its intended display. For instance, in a nonsemantic design, groups may make varieties like teasers, press blocks, and cards. These types may make it simple to present information, but they do not aid in understanding the meaning of the information, which would have opened the door to the content presented in each marketing channel. In comparison, a conceptual material type uses kind names like “product,”” service,” and “testimonial” to allow for each delivery channel to interpret and use the content as it sees fit.

A great place to start when creating a conceptual content concept is by reviewing the types and qualities that Schema has defined. nonprofit, a community-driven source for type meanings that are comprehensible to platforms like Google search.

A semantic information model has many advantages:

A semantic articles design decouples content from its presentation, eliminating the need for teams to modify the website’s design. This allows teams to develop the design without having to restructure its content. In this way, content may withstand problematic site redesigns.
• A competitive advantage can also be gained by a conceptual content design. by including schema-based structured information. org’s forms and properties, a site can give hints to help Google understand the content, display it in research snippets or information panels, and use it to reply voice-interface customer questions. Prospective visitors could access your content without actually walking into your website.
• Beyond those useful advantages, you’ll also require an omnichannel content delivery model. Delivery channels must be able to understand the same content in order to use it across various marketing channels. For instance, if your content model provided a list of questions and answers, it could be easily displayed on a frequently asked questions ( FAQ ) page as well as be used by a bot to answer frequently asked questions.

For instance, using a conceptual content model for articles, events, people, and locations lets A List Off offer perfectly structured data for search engines so that users may read the content on the website, in Google knowledge panels, and even with speculative voice interfaces in the future.

Content models that connect

Instead of slicing up related content across disparate content components, I’ve come to the realization that the best models are those that are semantic and also connect related content components ( such as a FAQ item’s question and answer pair ). A good content model connects pieces of content that ought to be preserved so that multiple delivery channels can use it without having to assemble those pieces separately.

Consider creating an essay or article. An article’s meaning and usefulness depends upon its parts being kept together. Without the context of the entire article, would one of the headings or paragraphs have any meaning on their own? Our well-versed in designing systems frequently led us to want to develop content models that would break content into smaller pieces to fit the web-centric layout. This had a similar effect to an article that had had its headline removed. Because we were dividing content into separate pieces based on layout, content that belonged together became challenging to manage and nearly impossible for multiple delivery channels to comprehend.

To illustrate, let’s look at how connecting related content applies in a real-world scenario. The client’s design team created a challenging layout for a software product page that included numerous tabs and sections. Our innate preferences were to follow the content model. Shouldn’t we make adding multiple tabs in the future as simple and flexible as possible?

We felt like we needed a “tab section” content type because our design-system instincts allowed for the addition of multiple tab sections to a page because they were so well-versed. Each tab section would display various kinds of information. One tab might provide the software’s overview or its specifications. Another tab might provide a list of resources.

Our tendency to divide the content model into “tab section” pieces would have resulted in an unnecessary complex model and laborious editing procedures, as well as creating content that couldn’t possibly be understood by additional delivery channels. How would a different system have been able to determine which “tab section” referred to a product’s specifications or resource list, for instance? Would that system have had to have used tab sections and content blocks to calculate this? This would have prevented the tabs from ever being rearranged, and it would have required adding logic to each other delivery channel to interpret the layout of the design system. Additionally, it would have been difficult to migrate to a new content model in response to the new page redesign if the customer had decided against displaying this content in a tab layout.

We had a breakthrough when we discovered that our customer had a specific purpose in mind for each tab: it would reveal specific information such as the software product’s overview, specifications, related resources, and pricing. Our desire to concentrate on the visually appealing and well-known had obscured the design’s purpose once implementation began. With a little digging, it didn’t take long to realize that the concept of tabs wasn’t relevant to the content model. What was important was the meaning of the information that was intended to be displayed in the tabs.

In fact, the customer could have chosen to display this content elsewhere, without tabs. In response to this realization, we decided to create content types for the software product based on the meaningful qualities the client wanted to display on the web. There were obvious semantic attributes like name and description as well as rich attributes like screenshots, software requirements, and feature lists. The software’s product information stayed together because it wasn’t sliced across separate components like “tab sections” that were derived from the content’s presentation. Any delivery channel—including future ones—could understand and present this content.

Conclusion

In this omnichannel marketing project, we discovered that the best way to maintain the content model’s semantic consistency was by ensuring that it was semantic ( with type and attribute names that reflected the content’s meaning ) and that it maintained content that belonged together ( as opposed to fragmenting it ). These two ideas made it easier for us to decide what to do with the content model based on the design. Remember: If you’re developing a content model to support an omnichannel content strategy, or even if you just want to make sure that Google and other interfaces understand your content, keep in mind:

• A design system isn’t a content model. You should maintain the semantic value and contextual structure of the content strategy throughout the entire implementation process because team members might be tempted to combine them and to make your content model resemble your design system. Without the use of a magic decoder ring, every delivery channel can now consume the content.
• If your team is having trouble making this transition, Schema can still offer some of the advantages. org–based structured data in your website. The advantage of search engine optimization is a compelling argument on its own, even if additional delivery channels are not in the works.
• Remind the team that removing the content model from the design will allow them to update the designs more quickly because content migration costs won’t be prohibitive. They will be prepared for the upcoming big thing, and they will be able to create new designs without compromising the compatibility between the content and the design.

By firmly defending these ideas, you’ll help your team view content as the most important component of your user experience and as the most effective way to engage with your audience.

This book will provide you with that plan of action. It covers how to incorporate safety concepts into your design work to create healthy technology, how to persuade stakeholders that this work is required, and how to respond to criticism that there isn’t really enough diversity. ( Spoiler: we do, but diversity alone is not the antidote to fixing unethical, unsafe tech. )

The procedure for ensuring that everyone is safe

When you are designing for protection, your goals are to:

• determine the best ways to abuse your item.
• style ways to prevent the maltreatment, and
• offer assistance for harmed people to regain control and power.

The Process for Inclusive Safety is a tool to help you reach those goals ( Fig 5.1 ). I developed this strategy in 2018 to better understand the different methods I used to create products that were designed with safety in mind. Whether you are creating an entirely new product or adding to an existing element, the Process can help you produce your product secure and diverse. Five main public areas of action are included in the Process:

• Conducting study
• creating tropes
• Pondering issues
• creating options
• Testing for health

The Process is meant to be flexible; in some situations, it didn’t make sense for groups to employ every step. Use the parts that are related to your special function and environment, this is meant to be something you can put into your existing style process.

And if you’ve used it, if you’ve got ideas for improving it, or just want to give an example of how it helped your group, please get in touch with me. It’s a dwelling report that I hope will continue to be a helpful and practical tool that technicians can use in their day-to-day job.

Be sure to study Chapter 7, which explicitly addresses the situation and should be handled a little different if you’re creating a product especially for a defenseless group or victims of some form of injury, such as an application for survivors of domestic violence, sexual abuse, or drug dependency. The guidelines below are for evaluating safety when designing a more basic product that will have a large customer base ( which, we now know from data, will include specific groups that should be protected from harm ). Chapter 7 concentrates on goods made especially for those who are most vulnerable and those who have gone through stress.

Step 1: Do studies

Design research should involve a thorough evaluation of how your technology might be used for abuse as well as certain insight into the experiences of those who have witnessed and perpetrated that kind of abuse. At this stage, you and your group does investigate issues of social harm and abuse, and examine any other safety, security, or inclusivity issues that might be a concern for your product or service, like data security, prejudiced algorithms, and harassment.

broad research

Your project should begin with broad, general research into similar products and issues around safety and ethical concerns that have already been reported. For instance, a team building a smart home device would be wise to comprehend the many ways that already-existing smart home devices have been misused as abuse tools. If your product will involve AI, seek to understand the potentials for racism and other issues that have been reported in existing AI products. Nearly all different types of technology have some sort of potential or actual harm that has been covered in academic writing or in the media. Google Scholar is a useful tool for finding these studies.

Survivors as a specific field of study

When possible and appropriate, include direct research ( surveys and interviews ) with people who are experts in the forms of harm you have uncovered. In order to gain a better understanding of the subject and avoid retraumatizing survivors, you should first interview those who work in the area of your research. If you’ve uncovered possible domestic violence issues, for example, the experts you’ll want to speak with are survivors themselves, as well as workers at domestic violence hotlines, shelters, other related nonprofits, and lawyers.

It is crucial to pay people for their knowledge and lived experiences, especially when interviewing survivors of any kind of trauma. Don’t ask survivors to share their trauma for free, as this is exploitative. You should always make the offer in the initial ask, even though some survivors may not want to be paid. An alternative to payment is to donate to an organization working against the type of violence that the interviewee experienced. In Chapter 6, we’ll discuss more about how to appropriately interview survivors.

Specific research: Abusers

Teams that design for safety are unlikely to be able to interview self-declared abusers or those who have broken laws like hacking. Don’t make this a goal, rather, try to get at this angle in your general research. Attempt to understand how abusers or bad actors use technology to harm others, how they use it against others, and how they justify or explain the abuse.

Step 2: Create archetypes

Use your research’s findings to create abuser and survivor archetypes once you’ve finished conducting your research. Archetypes are not personas, as they’re not based on real people that you interviewed and surveyed. Instead, they are based on your investigation into potential safety problems, much like when we design for accessibility: we don’t need to have identified any blind or deaf people in our interview pool to come up with a design that is representative of them. Instead, we base those designs on existing research into what this group needs. While archetypes are more generalized and typically represent real users, they typically include a lot of details.

The abuser archetype is someone who will look at the product as a tool to perform harm ( Fig 5.2 ). They may be attempting to harm someone they don’t know by using surveillance or anonymous harassment, or they may be attempting to control, monitor, abuse, or otherwise torment someone they know.

The survivor archetype refers to a person who is being abused with the product. There are various situations to consider in terms of the archetype’s understanding of the abuse and how to put an end to it: Do they need proof of abuse they already suspect is happening, or are they unaware they’ve been targeted in the first place and need to be alerted ( Fig 5.3 )?

To capture a range of different experiences, you might want to create multiple survivor archetypes. They may know that the abuse is happening but not be able to stop it, like when an abuser locks them out of IoT devices, or they know it’s happening but don’t know how, such as when a stalker keeps figuring out their location ( Fig 5.4). Include as many of these scenarios in your survivor archetype as you need. You’ll use these later on when you design solutions to help your survivor archetypes achieve their goals of preventing and ending abuse.

It may be useful for you to create persona-like artifacts for your archetypes, such as the three examples shown. Focus on their objectives rather than the demographic information we frequently see in personas. The goals of the abuser will be to carry out the specific abuse you’ve identified, while the goals of the survivor will be to prevent abuse, understand that abuse is happening, make ongoing abuse stop, or regain control over the technology that’s being used for abuse. Later, you’ll think about how to help the survivor’s goals and the abuser’s goals.

And while the “abuser/survivor” model fits most cases, it doesn’t fit all, so modify it as you need to. For instance, if you found a security flaw, such as the ability for someone to hack into a home camera system and talk to kids, the malicious hacker would receive the abuser archetype and the child’s parents would receive the survivor archetype.

Step 3: Brainstorm problems

Brainstorm novel abuse cases and safety concerns after creating archetypes. ” Novel” means things not found in your research, you’re trying to identify completely new safety issues that are unique to your product or service. The purpose of this step is to exhaust every effort put forth to find potential problems that your product might cause. You aren’t worrying about how to prevent the harm yet—that comes in the next step.

What other abuses could your product be used for besides what you’ve already discovered through your research? I recommend setting aside at least a few hours with your team for this process.

Try conducting a Black Mirror brainstorming if you’re looking for a place to start. This exercise is based on the show Black Mirror, which features stories about the dark possibilities of technology. Try to figure out the most outrageous, horrible, and out-of-control ways your product could be used to cause harm in an episode of the show. When I’ve led Black Mirror brainstorms, participants usually end up having a good deal of fun ( which I think is great—it’s okay to have fun when designing for safety! ). I suggest that you limit your Black Mirror brainstorming to a half-hour, then dial back, and consider more realistic ways to harm the rest.

After you’ve identified as many opportunities for abuse as possible, you may still not feel confident that you’ve uncovered every potential form of harm. When you’re doing this kind of work, a healthy amount of anxiety is normal. It’s common for teams designing for safety to worry,” Have we really identified every possible harm? What if something is missing? If you’ve spent at least four hours coming up with ways your product could be used for harm and have run out of ideas, go to the next step.

It’s impossible to say for sure that you’ve done everything, but instead of striving for 100 % assurance, acknowledge that you’ve done everything, and pledge to prioritize safety going forward. Once your product is released, your users may identify new issues that you missed, aim to receive that feedback graciously and course-correct quickly.

4. Create solutions

At this point, you should have a list of ways your product can be used for harm as well as survivor and abuser archetypes describing opposing user goals. Next, it is important to figure out how to design in opposition to the identified abuser’s objectives and to support the survivor’s objectives. This step is a good one to insert alongside existing parts of your design process where you’re proposing solutions for the various problems your research uncovered.

Questions to ask yourself include: What are some ways to protect your archetypes and to support your self-identity?

• Can you design your product in such a way that the identified harm cannot happen in the first place? If not, what barriers can you place to stop the harm from occurring?
• How can you make the victim aware that abuse is happening through your product?
• How can you assist the victim in understanding what they need to do to stop the problem?
• Can you identify any types of user activity that would indicate some form of harm or abuse? Could your product aid in the user’s access to support?

In some products, it’s possible to proactively recognize that harm is happening. For instance, a pregnancy app might be modified to allow users to report being assault victims, which could result in an offer to receive resources from local and national organizations. This sort of proactiveness is not always possible, but it’s worth taking a half hour to discuss if any type of user activity would indicate some form of harm or abuse, and how your product could assist the user in receiving help in a safe manner.

Nonetheless, be careful when doing anything that could harm a user if their devices are being monitored. If you do offer some kind of proactive help, always make it voluntary, and think through other safety issues, such as the need to keep the user in-app in case an abuser is checking their search history. In the next chapter, we’ll examine a good illustration of this.

Step 5: Test for safety

The final step is to evaluate the prototypes against the perspectives of your archetypes, who wants to harm the product or the victim of the harm who needs to regain control of the technology. Just like any other kind of product testing, at this point you’ll aim to rigorously test out your safety solutions so that you can identify gaps and correct them, validate that your designs will help keep your users safe, and feel more confident releasing your product into the world.

Safety testing should be performed in addition to usability testing. If you’re at a company that doesn’t do usability testing, you might be able to use safety testing to cleverly perform both, a user who goes through your design attempting to weaponize the product against someone else can also be encouraged to point out interactions or other elements of the design that don’t make sense to them.

If your final prototype or the finished product has already been released, you’ll want to conduct safety testing on both. There’s nothing wrong with testing an existing product that wasn’t designed with safety goals in mind from the onset —”retrofitting” it for safety is a good thing to do.

Although it might not make sense for you to test for both an abuser and a survivor, keep in mind that testing for safety involves both. Alternatively, if you made multiple survivor archetypes to capture multiple scenarios, you’ll want to test from the perspective of each one.

You as the designer are probably too closely acquainted with the product and its design at this point, just like other usability testing techniques, and you know the product too well. Instead of doing it yourself, set up testing as you would with other usability testing: find someone who is not familiar with the product and its design, set the scene, give them a task, encourage them to think out loud, and observe how they attempt to complete it.

Abuse testing

The goal of this testing is to understand how easy it is for someone to weaponize your product for harm. You want to make it impossible, or at least difficult, for them to accomplish their goal, in contrast to usability testing. Reference the goals in the abuser archetype you created earlier, and use your product in an attempt to achieve them.

For instance, we can imagine that the abuser archetype would have the goal of determining the location of his ex-girlfriend right now in a fitness app with GPS-enabled location features. With this goal in mind, you’d try everything possible to figure out the location of another user who has their privacy settings enabled. You might try to follow her running routes, view any information she has on her profile, view any information she has made private, and check out the profiles of any other users who are somehow connected to her account, such as her followers.

If by the end of this you’ve managed to uncover some of her location data, despite her having set her profile to private, you know now that your product enables stalking. Reverting to step 4 and figuring out how to stop this from occurring is your next step. You may need to repeat the process of designing solutions and testing them more than once.

Testing for Survivors

Testing for Survivors involves identifying how to give information and power to the survivor. It might not always make sense based on the product or context. Thwarting the attempt of an abuser archetype to stalk someone also satisfies the goal of the survivor archetype to not be stalked, so separate testing wouldn’t be needed from the survivor’s perspective.

There are times, however, when it makes sense. For example, for a smart thermostat, a survivor archetype’s goals would be to understand who or what is making the temperature change when they aren’t doing it themselves. If you couldn’t find the information in step 4, you would need to perform more work in step 4. You could test this by looking for the thermostat’s history log and looking for usernames, actions, and times.

Another goal might be regaining control of the thermostat once the survivor realizes the abuser is remotely changing its settings. Are there any instructions that explain how to remove a user and change the password, and are they simple to find? For your test, you would need to try to figure out how to do this. This might again reveal that more work is needed to make it clear to the user how they can regain control of the device or account.

Stress testing

To make your product more inclusive and compassionate, consider adding stress testing. Eric Meyer and Sara Wachter-Boettcher’s Design for Real Life inspired this idea. The authors pointed out that personas typically center people who are having a good day—but real users are often anxious, stressed out, having a bad day, or even experiencing tragedy. These are known as” stress cases,” and testing your products for users in stress-case scenarios can reveal areas where your design lacks compassion. Design for Real Life has more details about what it looks like to incorporate stress cases into your design as well as many other great tactics for compassionate design.

Some members of the elite running group were beginning to think it was impossible to run a hour in less than four hours in the 1950s. Riders had been attempting it since the later 19th century and were beginning to draw the conclusion that the human body just wasn’t built for the job.

But Roger Bannister surprised people on May 6, 1956. It was a cold, damp morning in Oxford, England—conditions no one expected to give themselves to record-setting—and but Bannister did really that, running a mile in 3: 59.4 and becoming the first people in the history books to run a mile in under four hours.

The world then knew that the four-minute hour was possible thanks to this change in the standard. Bannister’s history lasted just forty-six days, when it was snatched aside by American sprinter John Landy. Therefore, in the same race, three athletes all managed to cross the four-minute challenge. Since therefore, over 1, 400 walkers have actually run a mile in under four days, the current document is 3: 43.13, held by Moroccan performer Hicham El Guerrouj.

We can do a lot more with what we think is possible, and we can only do it if we see that someone else has already done it. As with individual running speed, there are also hard limits on how a website can accomplish.

Establishing requirements for a green website

The key environmental performance indicators for the majority of major industries are pretty well established, such as power per square metre for homes and miles per gallon for cars. The tools and methods for calculating those measures are standardized as well, which keeps everyone on the same site when doing economic evaluations. However, we are not required to follow any specific environmental standards in the world of websites and apps, and we have only recently developed the tools and methods to do so.

The main objective in green web layout is to reduce carbon emissions. However, it’s nearly impossible to accurately assess the amount of CO₂ that a website item produces. We can’t assess the pollutants coming out of the exhaust valves on our laptops. The pollution coming from power plants that burn coal and oil are considerably away, out of sight, and out of mind. We have no way to track the particles from a website or app up to the power station where the light is being generated and really know the exact amount of house oil produced. So what do we accomplish then?

If we can‘t measure the actual carbon emissions, then we need to get what we can estimate. The following are the main elements that could be used as measures of coal pollution:

1. Transfer of data
2. Coal content of light

Let’s take a look at how we can use these indicators to calculate the energy use, and in turn the carbon footprint, of the sites and web applications we create.

Transfer of data

Most researchers use kilowatt-hours per gigabyte (k Wh/GB ) as a metric of energy efficiency when measuring the amount of data transferred over the internet when a website or application is used. This serves as a reliable indicator of how much power is being consumed and how much carbon is being released. As a rule of thumb, the more files transferred, the more electricity used in the data center, telecoms systems, and end users products.

The webpage weight, or the page’s transfer size in kilobytes, can be most readily calculated for a second visit for web pages. It’s very easy to measure using the engineer equipment in any modern internet browser. Frequently, any web application’s overall data transfer statistics will be included in your web hosting account ( Fig. 2.1 ).

The great thing about website weight as a parameter is that it allows us to compare the effectiveness of web pages on a level playing field without confusing the problem with frequently changing traffic volumes.

A large scope is required to reduce page weight. By early 2020, the median page weight was 1.97 MB for setups the HTTP Archive classifies as “desktop” and 1.77 MB for “mobile”, with desktop increasing 36 percent since January 2016 and mobile page weights nearly doubling in the same period ( Fig 2.2 ). Image files account for roughly half of this data transfer, making them the single biggest contributor to carbon emissions on a typical website.

History clearly shows us that our web pages can be smaller, if only we set our minds to it. While most technologies, including the underlying technology of the web like data centers and transmission networks, become more and more energy efficient, websites themselves become less effective as time goes on.

You might be aware of the idea behind performance budgeting as a method for directing a project team to deliver faster user experiences. For example, we might specify that the website must load in a maximum of one second on a broadband connection and three seconds on a 3G connection. Performance budgets are upper limits rather than vague suggestions, much like speed limits while driving, so the goal should always be to come in within budget.

Designing for fast performance does often lead to reduced data transfer and emissions, but it isn’t always the case. Page weight and transfer size are more objective and reliable benchmarks for sustainable web design, but web performance is frequently more about the subjective perception of load times than it is about the underlying system’s true efficiency.

We can set a page weight budget in reference to a benchmark of industry averages, using data from sources like HTTP Archive. We can also use competitor page weights and the website’s current layout to compare it to. For example, we might set a maximum page weight budget as equal to our most efficient competitor, or we could set the benchmark lower to guarantee we are best in class.

We could start looking at the transferability of our web pages for repeat visitors if we want to take it one step further. Although page weight for the first time someone visits is the easiest thing to measure, and easy to compare on a like-for-like basis, we can learn even more if we start looking at transfer size in other scenarios too. For instance, visitors who load the same page more frequently are likely to have a high percentage of the files cached in their browser, which means they don’t need to move all the files on subsequent visits. Likewise, a visitor who navigates to new pages on the same website will likely not need to load the full page each time, as some global assets from areas like the header and footer may already be cached in their browser. We can learn even more about how to optimize efficiency for users who regularly visit our pages by measuring transfer size at this next level of detail, which will also enable us to establish page weight budgets for situations that extend beyond the initial visit.

Page weight budgets are easy to track throughout a design and development process. Although they don’t directly disclose carbon emissions and energy consumption data, they do provide a clear indicator of efficiency in comparison to other websites. And as transfer size is an effective analog for energy consumption, we can actually use it to estimate energy consumption too.

In summary, less data transfer leads to more energy efficiency, which is a crucial component of reducing web product carbon emissions. The more efficient our products, the less electricity they use, and the less fossil fuels need to be burned to produce the electricity to power them. However, as we’ll see next, it’s important to take into account the source of that electricity because all web products require some.

Coal content of light

Regardless of energy efficiency, the level of pollution caused by digital products depends on the carbon intensity of the energy being used to power them. The term” carbon intensity” is used to describe how many grams of carbon are produced for every kilowatt-hour of electricity (gCO₂/k Wh ). This varies widely, with renewable energy sources and nuclear having an extremely low carbon intensity of less than 10 gCO₂/k Wh ( even when factoring in their construction ), whereas fossil fuels have very high carbon intensity of approximately ₂00–400 gCO₂/k Wh.

The majority of electricity is produced by national or state grids, which combine energy from a variety of sources with different carbon intensity levels. The distributed nature of the internet means that a single user of a website or app might be using energy from multiple different grids simultaneously, a website user in Paris uses electricity from the French national grid to power their home internet and devices, but the website’s data center could be in Dallas, USA, pulling electricity from the Texas grid, while the telecoms networks use energy from everywhere between Dallas and Paris.

Although we don’t have complete control over the energy supply of web services, we do have some control over where our projects are hosted. With a data center using a significant proportion of the energy of any website, locating the data center in an area with low carbon energy will tangibly reduce its carbon emissions. Danish startup Tomorrow reports and maps the user-provided data, and a look at their map demonstrates how, for instance, choosing a data center in France will result in significantly lower carbon emissions than choosing a data center in the Netherlands ( Fig. 2.3 ).

Having said that, we don’t want to locate our servers too far away from our users; however, it takes energy to transmit data through the telecom’s networks, and the more energy is used, the further the data travels. Just like food miles, we can think of the distance from the data center to the website’s core user base as “megabyte miles” —and we want it to be as small as possible.

We can use website analytics to determine the country, state, or even city where our core user group is located and determine the distance between that location and the data center that our hosting company uses as a benchmark. This will be a somewhat fuzzy metric as we don’t know the precise center of mass of our users or the exact location of a data center, but we can at least get a rough idea.

For instance, if a website is hosted in London but the main audience is on the United States ‘ West Coast, we could look up the travel distance between London and San Francisco, which is 5,300 miles. That’s a long way! We can see how hosting it somewhere in North America, ideally on the West Coast, would significantly shorten the distance and the amount of energy needed to transmit the data. In addition, locating our servers closer to our visitors helps reduce latency and delivers better user experience, so it’s a win-win.

Reverting it to carbon emissions

If we combine carbon intensity with a calculation for energy consumption, we can calculate the carbon emissions of our websites and apps. The method my team developed converts the amount of electricity transferred when loading a web page into a CO₂ figure ( Fig. ₂.4), and then converts that data into a figure for the tool. It also factors in whether or not the web hosting is powered by renewable energy.

The Energy and Emissions Worksheet that comes with this book teaches you how to take it to the next level and tailor the data more accurately to the individual aspects of your project.

With the ability to calculate carbon emissions for our projects, we could actually expand our page weight budget and establish carbon budgets as well. CO₂ is not a metric commonly used in web projects, we’re more familiar with kilobytes and megabytes, and can fairly easily look at design options and files to assess how big they are. Although translating that into carbon adds a layer of abstraction that isn’t as intuitive, carbon budgets do focus our minds on the main thing we’re trying to reduce, which supports the main goal of sustainable web design: reducing carbon emissions.

Browser Energy

Transfer of data might be the simplest and most complete analog for energy consumption in our digital projects, but by giving us one number to represent the energy used in the data center, the telecoms networks, and the end user’s devices, it can’t offer us insights into the efficiency in any specific part of the system.

One part of the system we can look at in more detail is the energy used by end users ‘ devices. The computational load is increasingly shifting from the data center to users ‘ devices, whether they are phones, tablets, laptops, desktops, or even smart TVs, as front-end web technologies advance. Modern web browsers allow us to implement more complex styling and animation on the fly using CSS and JavaScript. Additionally, JavaScript libraries like Angular and React allow us to create applications where the” thinking” process is performed either partially or completely in the browser.

All of these advances are exciting and open up new possibilities for what the web can do to serve society and create positive experiences. However, more energy is used by the user’s devices as a result of the user’s web browser’s increased computation. This has implications not just environmentally, but also for user experience and inclusivity. Applications that put a lot of processing power on a user’s device unintentionally make them use older, slower devices and make their phones and laptops ‘ batteries discharge more quickly. Furthermore, if we build web applications that require the user to have up-to-date, powerful devices, people throw away old devices much more frequently. This not only hurts the environment, but it also places a disproportionate financial burden on society’s poorest.

In part because the tools are limited, and partly because there are so many different models of devices, it’s difficult to measure website energy consumption on end users ‘ devices. The Energy Impact monitor inside the Safari browser’s developer console ( Fig. 2.5 ) is one of the tools we currently use.

You know when your computer’s cooling fans start spinning so frantically that you suspect it might take off when you load a website? That’s essentially what this tool is measuring.

It uses these figures to create an energy impact rating and shows the percentage of CPU used and how long the CPU used when loading the web page last. It doesn’t give us precise data for the amount of electricity used in kilowatts, but the information it does provide can be used to benchmark how efficiently your websites use energy and set targets for improvement.

Do you find yourself designing screens with only a vague idea of how the things on the screen relate to the things elsewhere in the system? Do you leave stakeholder meetings with unclear directives that often seem to contradict previous conversations? You know a better understanding of user needs would help the team get clear on what you are actually trying to accomplish, but time and budget for research is tight. When it comes to asking for more direct contact with your users, you might feel like poor Oliver Twist, timidly asking, “Please, sir, I want some more.” 

Here’s the trick. You need to get stakeholders themselves to identify high-risk assumptions and hidden complexity, so that they become just as motivated as you to get answers from users. Basically, you need to make them think it’s their idea. 

In this article, I’ll show you how to collaboratively expose misalignment and gaps in the team’s shared understanding by bringing the team together around two simple questions:

1. What are the objects?
2. What are the relationships between those objects?

A gauntlet between research and screen design

These two questions align to the first two steps of the ORCA process, which might become your new best friend when it comes to reducing guesswork. Wait, what’s ORCA?! Glad you asked.

ORCA stands for Objects, Relationships, CTAs, and Attributes, and it outlines a process for creating solid object-oriented user experiences. Object-oriented UX is my design philosophy. ORCA is an iterative methodology for synthesizing user research into an elegant structural foundation to support screen and interaction design. OOUX and ORCA have made my work as a UX designer more collaborative, effective, efficient, fun, strategic, and meaningful.

The ORCA process has four iterative rounds and a whopping fifteen steps. In each round we get more clarity on our Os, Rs, Cs, and As.

I sometimes say that ORCA is a “garbage in, garbage out” process. To ensure that the testable prototype produced in the final round actually tests well, the process needs to be fed by good research. But if you don’t have a ton of research, the beginning of the ORCA process serves another purpose: it helps you sell the need for research.

In other words, the ORCA process serves as a gauntlet between research and design. With good research, you can gracefully ride the killer whale from research into design. But without good research, the process effectively spits you back into research and with a cache of specific open questions.

Getting in the same curiosity-boat

What gets us into trouble is not what we don’t know. It’s what we know for sure that just ain’t so.

Mark Twain

The first two steps of the ORCA process—Object Discovery and Relationship Discovery—shine a spotlight on the dark, dusty corners of your team’s misalignments and any inherent complexity that’s been swept under the rug. It begins to expose what this classic comic so beautifully illustrates:

This is one reason why so many UX designers are frustrated in their job and why many projects fail. And this is also why we often can’t sell research: every decision-maker is confident in their own mental picture. 

Once we expose hidden fuzzy patches in each picture and the differences between them all, the case for user research makes itself.

But how we do this is important. However much we might want to, we can’t just tell everyone, “YOU ARE WRONG!” Instead, we need to facilitate and guide our team members to self-identify holes in their picture. When stakeholders take ownership of assumptions and gaps in understanding, BAM! Suddenly, UX research is not such a hard sell, and everyone is aboard the same curiosity-boat.

Say your users are doctors. And you have no idea how doctors use the system you are tasked with redesigning.

You might try to sell research by honestly saying: “We need to understand doctors better! What are their pain points? How do they use the current app?” But here’s the problem with that. Those questions are vague, and the answers to them don’t feel acutely actionable.

Instead, you want your stakeholders themselves to ask super-specific questions. This is more like the kind of conversation you need to facilitate. Let’s listen in:

“Wait a sec, how often do doctors share patients? Does a patient in this system have primary and secondary doctors?”

“Can a patient even have more than one primary doctor?”

“Is it a ‘primary doctor’ or just a ‘primary caregiver’… Can’t that role be a nurse practitioner?”

“No, caregivers are something else… That’s the patient’s family contacts, right?”

“So are caregivers in scope for this redesign?”

“Yeah, because if a caregiver is present at an appointment, the doctor needs to note that. Like, tag the caregiver on the note… Or on the appointment?”

Now we are getting somewhere. Do you see how powerful it can be getting stakeholders to debate these questions themselves? The diabolical goal here is to shake their confidence—gently and diplomatically.

When these kinds of questions bubble up collaboratively and come directly from the mouths of your stakeholders and decision-makers, suddenly, designing screens without knowing the answers to these questions seems incredibly risky, even silly.

If we create software without understanding the real-world information environment of our users, we will likely create software that does not align to the real-world information environment of our users. And this will, hands down, result in a more confusing, more complex, and less intuitive software product.

The two questions

But how do we get to these kinds of meaty questions diplomatically, efficiently, collaboratively, and reliably? 

We can do this by starting with those two big questions that align to the first two steps of the ORCA process:

1. What are the objects?
2. What are the relationships between those objects?

In practice, getting to these answers is easier said than done. I’m going to show you how these two simple questions can provide the outline for an Object Definition Workshop. During this workshop, these “seed” questions will blossom into dozens of specific questions and shine a spotlight on the need for more user research.

Prep work: Noun foraging

In the next section, I’ll show you how to run an Object Definition Workshop with your stakeholders (and entire cross-functional team, hopefully). But first, you need to do some prep work.

Basically, look for nouns that are particular to the business or industry of your project, and do it across at least a few sources. I call this noun foraging.

Here are just a few great noun foraging sources:

• the product’s marketing site
• the product’s competitors’ marketing sites (competitive analysis, anyone?)
• the existing product (look at labels!)
• user interview transcripts
• notes from stakeholder interviews or vision docs from stakeholders

Put your detective hat on, my dear Watson. Get resourceful and leverage what you have. If all you have is a marketing website, some screenshots of the existing legacy system, and access to customer service chat logs, then use those.

As you peruse these sources, watch for the nouns that are used over and over again, and start listing them (preferably on blue sticky notes if you’ll be creating an object map later!).

You’ll want to focus on nouns that might represent objects in your system. If you are having trouble determining if a noun might be object-worthy, remember the acronym SIP and test for:

1. Structure
2. Instances
3. Purpose

Think of a library app, for example. Is “book” an object?

Structure: can you think of a few attributes for this potential object? Title, author, publish date… Yep, it has structure. Check!

Instance: what are some examples of this potential “book” object? Can you name a few? The Alchemist, Ready Player One, Everybody Poops… OK, check!

Purpose: why is this object important to the users and business? Well, “book” is what our library client is providing to people and books are why people come to the library… Check, check, check!

As you are noun foraging, focus on capturing the nouns that have SIP. Avoid capturing components like dropdowns, checkboxes, and calendar pickers—your UX system is not your design system! Components are just the packaging for objects—they are a means to an end. No one is coming to your digital place to play with your dropdown! They are coming for the VALUABLE THINGS and what they can do with them. Those things, or objects, are what we are trying to identify.

Let’s say we work for a startup disrupting the email experience. This is how I’d start my noun foraging.

First I’d look at my own email client, which happens to be Gmail. I’d then look at Outlook and the new HEY email. I’d look at Yahoo, Hotmail…I’d even look at Slack and Basecamp and other so-called “email replacers.” I’d read some articles, reviews, and forum threads where people are complaining about email. While doing all this, I would look for and write down the nouns.

(Before moving on, feel free to go noun foraging for this hypothetical product, too, and then scroll down to see how much our lists match up. Just don’t get lost in your own emails! Come back to me!)

Drumroll, please…

Here are a few nouns I came up with during my noun foraging:

• email message
• thread
• contact
• client
• rule/automation
• email address that is not a contact?
• contact groups
• attachment
• Google doc file / other integrated file
• newsletter? (HEY treats this differently)
• saved responses and templates

Scan your list of nouns and pick out words that you are completely clueless about. In our email example, it might be client or automation. Do as much homework as you can before your session with stakeholders: google what’s googleable. But other terms might be so specific to the product or domain that you need to have a conversation about them.

Aside: here are some real nouns foraged during my own past project work that I needed my stakeholders to help me understand:

• Record Locator
• Incentive Home
• Augmented Line Item
• Curriculum-Based Measurement Probe

This is really all you need to prepare for the workshop session: a list of nouns that represent potential objects and a short list of nouns that need to be defined further.

Facilitate an Object Definition Workshop

You could actually start your workshop with noun foraging—this activity can be done collaboratively. If you have five people in the room, pick five sources, assign one to every person, and give everyone ten minutes to find the objects within their source. When the time’s up, come together and find the overlap. Affinity mapping is your friend here!

If your team is short on time and might be reluctant to do this kind of grunt work (which is usually the case) do your own noun foraging beforehand, but be prepared to show your work. I love presenting screenshots of documents and screens with all the nouns already highlighted. Bring the artifacts of your process, and start the workshop with a five-minute overview of your noun foraging journey.

HOT TIP: before jumping into the workshop, frame the conversation as a requirements-gathering session to help you better understand the scope and details of the system. You don’t need to let them know that you’re looking for gaps in the team’s understanding so that you can prove the need for more user research—that will be our little secret. Instead, go into the session optimistically, as if your knowledgeable stakeholders and PMs and biz folks already have all the answers. 

Then, let the question whack-a-mole commence.

1. What is this thing?

Want to have some real fun? At the beginning of your session, ask stakeholders to privately write definitions for the handful of obscure nouns you might be uncertain about. Then, have everyone show their cards at the same time and see if you get different definitions (you will). This is gold for exposing misalignment and starting great conversations.

As your discussion unfolds, capture any agreed-upon definitions. And when uncertainty emerges, quietly (but visibly) start an “open questions” parking lot. 😉

After definitions solidify, here’s a great follow-up:

2. Do our users know what these things are? What do users call this thing?

Stakeholder 1: They probably call email clients “apps.” But I’m not sure.

Stakeholder 2: Automations are often called “workflows,” I think. Or, maybe users think workflows are something different.

If a more user-friendly term emerges, ask the group if they can agree to use only that term moving forward. This way, the team can better align to the users’ language and mindset.

OK, moving on. 

If you have two or more objects that seem to overlap in purpose, ask one of these questions:

3. Are these the same thing? Or are these different? If they are not the same, how are they different?

You: Is a saved response the same as a template?

Stakeholder 1: Yes! Definitely.

Stakeholder 2: I don’t think so… A saved response is text with links and variables, but a template is more about the look and feel, like default fonts, colors, and placeholder images. 

Continue to build out your growing glossary of objects. And continue to capture areas of uncertainty in your “open questions” parking lot.

If you successfully determine that two similar things are, in fact, different, here’s your next follow-up question:

4. What’s the relationship between these objects?

You: Are saved responses and templates related in any way?

Stakeholder 3:  Yeah, a template can be applied to a saved response.

You, always with the follow-ups: When is the template applied to a saved response? Does that happen when the user is constructing the saved response? Or when they apply the saved response to an email? How does that actually work?

Listen. Capture uncertainty. Once the list of “open questions” grows to a critical mass, pause to start assigning questions to groups or individuals. Some questions might be for the dev team (hopefully at least one developer is in the room with you). One question might be specifically for someone who couldn’t make it to the workshop. And many questions will need to be labeled “user.” 

Do you see how we are building up to our UXR sales pitch?

5. Is this object in scope?

Your next question narrows the team’s focus toward what’s most important to your users. You can simply ask, “Are saved responses in scope for our first release?,” but I’ve got a better, more devious strategy.

By now, you should have a list of clearly defined objects. Ask participants to sort these objects from most to least important, either in small breakout groups or individually. Then, like you did with the definitions, have everyone reveal their sort order at once. Surprisingly—or not so surprisingly—it’s not unusual for the VP to rank something like “saved responses” as #2 while everyone else puts it at the bottom of the list. Try not to look too smug as you inevitably expose more misalignment.

I did this for a startup a few years ago. We posted the three groups’ wildly different sort orders on the whiteboard.

The CEO stood back, looked at it, and said, “This is why we haven’t been able to move forward in two years.”

Admittedly, it’s tragic to hear that, but as a professional, it feels pretty awesome to be the one who facilitated a watershed realization.

Once you have a good idea of in-scope, clearly defined things, this is when you move on to doing more relationship mapping.

6. Create a visual representation of the objects’ relationships

We’ve already done a bit of this while trying to determine if two things are different, but this time, ask the team about every potential relationship. For each object, ask how it relates to all the other objects. In what ways are the objects connected? To visualize all the connections, pull out your trusty boxes-and-arrows technique. Here, we are connecting our objects with verbs. I like to keep my verbs to simple “has a” and “has many” statements.

This system modeling activity brings up all sorts of new questions:

• Can a saved response have attachments?
• Can a saved response use a template? If so, if an email uses a saved response with a template, can the user override that template?
• Do users want to see all the emails they sent that included a particular attachment? For example, “show me all the emails I sent with ProfessionalImage.jpg attached. I’ve changed my professional photo and I want to alert everyone to update it.” 

Solid answers might emerge directly from the workshop participants. Great! Capture that new shared understanding. But when uncertainty surfaces, continue to add questions to your growing parking lot.

Light the fuse

You’ve positioned the explosives all along the floodgates. Now you simply have to light the fuse and BOOM. Watch the buy-in for user research flooooow.

Before your workshop wraps up, have the group reflect on the list of open questions. Make plans for getting answers internally, then focus on the questions that need to be brought before users.

Here’s your final step. Take those questions you’ve compiled for user research and discuss the level of risk associated with NOT answering them. Ask, “if we design without an answer to this question, if we make up our own answer and we are wrong, how bad might that turn out?” 

With this methodology, we are cornering our decision-makers into advocating for user research as they themselves label questions as high-risk. Sorry, not sorry. 

Now is your moment of truth. With everyone in the room, ask for a reasonable budget of time and money to conduct 6–8 user interviews focused specifically on these questions. 

HOT TIP: if you are new to UX research, please note that you’ll likely need to rephrase the questions that came up during the workshop before you present them to users. Make sure your questions are open-ended and don’t lead the user into any default answers.

Final words: Hold the screen design!

Seriously, if at all possible, do not ever design screens again without first answering these fundamental questions: what are the objects and how do they relate?

I promise you this: if you can secure a shared understanding between the business, design, and development teams before you start designing screens, you will have less heartache and save more time and money, and (it almost feels like a bonus at this point!) users will be more receptive to what you put out into the world. 

I sincerely hope this helps you win time and budget to go talk to your users and gain clarity on what you are designing before you start building screens. If you find success using noun foraging and the Object Definition Workshop, there’s more where that came from in the rest of the ORCA process, which will help prevent even more late-in-the-game scope tugs-of-war and strategy pivots. 

All the best of luck! Now go sell research!

The mobile-first style approach is great—it focuses on what really matters to the consumer, it’s well-practiced, and it’s been a popular style design for years. But developing your CSS mobile-first should also be fantastic, too…right?

Well, not necessarily. Classic mobile-first CSS development is based on the principle of overwriting style declarations: you begin your CSS with default style declarations, and overwrite and/or add new styles as you add breakpoints with min-width media queries for larger viewports (for a good overview see “What is Mobile First CSS and Why Does It Rock?”). But all those exceptions create complexity and inefficiency, which in turn can lead to an increased testing effort and a code base that’s harder to maintain. Admit it—how many of us willingly want that?

Mobile-first CSS may yet be the best option for your own projects, but you need to first determine whether it is appropriate in light of the physical design and user interactions you’re creating. To help you get started, here’s how I go about tackling the elements you need to watch for, and I’ll discuss some alternative remedies if mobile-first doesn’t seem to fit your job.

Benefits of mobile-first

Some of the points to enjoy with mobile-first CSS growth —and why it’s been the de facto growth strategy for thus long—make a lot of feeling:

Development order. One thing you definitely get from mobile-first is a great development hierarchy—you only focus on the cellular view and get developing.

Tried and tested. It’s a tried-and-true method that has worked for years because it solves a problem actually also.

Prioritizes the portable watch. The smart watch is the simplest and arguably the most significant because it covers all of the crucial user journeys and frequently accounts for more user visits ( depending on the project ) in terms of complexity.

Prevents desktop-centric growth. It can be tempting to first focus on the desktop perspective because desktop computers are used for growth. No one wants to spend their day retrofitting a desktop-centric website to work on mobile devices, but thinking about smart right away keeps us from getting stuck later on!

Drawbacks of mobile-first

Model declarations can be set at higher breakpoints and finally overwritten at higher breakpoints:

More difficulty. The more pointless password you inherit from lower thresholds the higher you go in the hierarchy.

Higher CSS sensitivity. A school name declaration with a turned default value for a style has a higher specificity today. When you want to preserve the CSS pickers as simple as possible, this can be a headache on massive projects.

Requires more analysis tests. All higher thresholds must be regression tested if CSS changes at lower views ( such as adding a new fashion ).

The browser can’t prioritize CSS downloads. At wider breakpoints, classic mobile-first min-width media queries don’t leverage the browser’s capability to download CSS files in priority order.

The issue of home value overrides

There is no intrinsically wrong with overwriting principles; CSS was created to accomplish that. However, sharing incorrect values is counterproductive and can be burdensome and inadequate. When you have to replace styles to restore them to their defaults, which may cause issues after, especially if you are using a combination of bespoke CSS and power classes, it can also lead to more style precision. We won’t be able to use a utility class for a style that has been upgraded to have a higher specificity.

With this in mind, I’m developing CSS with a focus on the default values much more these days. Since there’s no specific order, and no chains of specific values to keep track of, this frees me to develop breakpoints simultaneously. I concentrate on finding common styles and isolating the specific exceptions in closed media query ranges (that is, any range with a max-width set). 

This approach opens up some opportunities, as you can look at each breakpoint as a clean slate. If a component’s layout looks like it should be based on Flexbox at all breakpoints, it’s fine and can be coded in the default style sheet. When CSS is placed into closed media query ranges, it can be done both Grid and Flexbox completely independently. Additionally, developing simultaneously requires you to have a thorough understanding of any given component in all breakpoints right away. This can help identify issues in the design more quickly during the development process. We don’t want to go down the rabbit hole while creating complex mobile components, only to discover that the desktop designs are just as complex and incompatible with the HTML we created for the mobile view!

Though this approach isn’t going to suit everyone, I encourage you to give it a try. There are plenty of tools out there to help with concurrent development, such as Responsively App, Blisk, and many others.

Having said that, I don’t feel the order itself is particularly relevant. If you like to work on one device at a time, are comfortable with focusing on the mobile view, and have a good understanding of the requirements for other breakpoints, then you should definitely stick to the classic development order. It’s crucial to find common styles and exceptions in the appropriate stylesheet, which is a manual tree-shaking procedure! Personally, I find this a little easier when working on a component across breakpoints, but that’s by no means a requirement.

Closed media query ranges in practice

In classic mobile-first CSS we overwrite the styles, but we can avoid this by using media query ranges. To illustrate the difference ( I’m using SCSS for brevity ), let’s assume there are three visual designs:

• smaller than 768
• from 768 to below 1024
• 1024 and anything larger

Take a simple example where a block-level element has a default padding of “20px,” which is overwritten at tablet to be “40px” and set back to “20px” on desktop.

.my-block { padding: 20px; @media (min-width: 768px) { padding: 40px; } @media (min-width: 1024px) { padding: 20px; }}

.my-block { padding: 20px; @media (min-width: 768px) and (max-width: 1023.98px) { padding: 40px; }}

The subtle difference is that the mobile-first example sets the default padding to “20px” and then overwrites it at each breakpoint, setting it three times in total. In contrast, the second example sets the default padding to “20px” and only overrides it at the relevant breakpoint where it isn’t the default value (in this instance, tablet is the exception).

The goal is to: 

• Only set styles when needed. 
• Not set them with the expectation of overwriting them later on, again and again. 

To this end, closed media query ranges are our best friend. If we need to make a change to any given view, we make it in the CSS media query range that applies to the specific breakpoint. We’ll be much less likely to introduce unwanted alterations, and our regression testing only needs to focus on the breakpoint we have actually edited. 

Taking the above example, if we find that .my-block spacing on desktop is already accounted for by the margin at that breakpoint, and since we want to remove the padding altogether, we could do this by setting the mobile padding in a closed media query range.

.my-block {  @media (max-width: 767.98px) {    padding: 20px;  }  @media (min-width: 768px) and (max-width: 1023.98px) {    padding: 40px;  }}

The browser default padding for our block is “0,” so instead of adding a desktop media query and using unset or “0” for the padding value (which we would need with mobile-first), we can wrap the mobile padding in a closed media query (since it is now also an exception) so it won’t get picked up at wider breakpoints. At the desktop breakpoint, we won’t need to set any padding style, as we want the browser default value.

separating the CSS from combining it

Back in the day, keeping the number of requests to a minimum was very important because the browser's concurrent requests limit (typically around six ) was high. As a consequence, the use of image sprites and CSS bundling was the norm, with all the CSS being downloaded in one go, as one stylesheet with highest priority.

With HTTP/2 and HTTP/3 now on the scene, the number of requests is no longer the big deal it used to be. By using a media query, we can separate the CSS into several files. The obvious benefit of this is that the browser can now request the CSS it currently requires with a higher priority than the CSS it doesn't. This is more effective and can shorten the amount of time a page is blocked overall.

Which HTTP version are you using?

To determine which version of HTTP you're using, go to your website and open your browser's dev tools. Next, go to the Network tab and check whether the Protocol column is visible. If "h2" is listed under Protocol, it means HTTP/2 is being used.

Note: to view the Protocol in your browser's dev tools, go to the Network tab, reload your page, right-click any column header ( e. g., Name ), and check the Protocol column.

Also, if your site is still using HTTP/1... WHY?!! What awaits you? Excellent user support exists for HTTP/2.

Splitting the CSS

Separating the CSS into individual files is a worthwhile task. Linking the separate CSS files using the relevant media attribute allows the browser to identify which files are needed immediately (because they’re render-blocking) and which can be deferred. Based on this, it allocates each file an appropriate priority.

We can see that the mobile and default CSS are loaded with" Highest" priority in the following example of a website that is visited on a mobile breakpoint. The remaining CSS files ( print, tablet, and desktop ) are still downloaded in case they'll be needed later, but with" Lowest" priority.

Before rendering can begin, the browser will need to download the CSS file and parse it using bundled CSS before rendering can begin.

While, as noted, with the CSS separated into different files linked and marked up with the relevant media attribute, the browser can prioritize the files it currently needs. Using closed media query ranges allows the browser to do this at all widths, as opposed to classic mobile-first min-width queries, where the desktop browser would have to download all the CSS with Highest priority. We can’t assume that desktop users always have a fast connection. For instance, in many rural areas, internet connection speeds are still slow. 

Depending on project requirements, the media queries and the number of separate CSS files will vary from project to project, but the example below might look similar.

Depending on the project’s deployment strategy, a change to one file (mobile.css, for example) would only require the QA team to regression test on devices in that specific media query range. Compare that to the prospect of deploying the single bundled site.css file, an approach that would normally trigger a full regression test.

Moving on

The adoption of mobile-first CSS was a significant development milestone because it allowed front-end developers to concentrate on mobile web applications rather than creating websites for desktop use and attempting to convert them to work on other devices.

I don't think anyone wants to return to that development model again, but it's important we don't lose sight of the issue it highlighted: that things can easily get convoluted and less efficient if we prioritize one particular device—any device—over others. For this reason, focusing on the CSS in its own right, always mindful of what is the default setting and what's an exception, seems like the natural next step. I've started to notice subtle simplifications in the CSS I write for myself as well as other developers, and that the testing and maintenance work is also a little more organized and effective.

In the end, simplifying CSS rule creation whenever possible is a more effective strategy than circling around with overrides. But whichever methodology you choose, it needs to suit the project. Mobile-first may—or may not—turn out to be the best choice for what's involved, but first you need to solidly understand the trade-offs you're stepping into.

However, we’re still very far from this best.

At the time, I didn’t realize yet how to functionally combine morality. Yes, I had found some tools that had worked for me in past projects, such as using checklists, notion monitoring, and “dark truth” sessions, but I didn’t manage to use those in every task. I was still battling for time and support, and I only managed to get a good deal of a higher ( moral ) design quality, which is not what I would consider to be structurally integrated.

I made the decision to investigate deeper the causes of organization that prevent us from practicing regular social style. Today, after much research and experimentation, I believe that I’ve found the code that will let us functionally combine morality. And it’s unexpectedly easy! However, we must first focus out to understand what we’re going through.

Control the structure

Unfortunately, we’re trapped in a capitalist structure that reinforces materialism and inequality, and it’s obsessed with the dream of infinite growth. Sea levels, temperature, and our demand for energy continue to rise unquestioned, while the divide between rich and poor continues to increase. Owners expect ever-higher returns on their investments, and firms feel forced to set short-term goals that reflect this. Over the last years, those targets have twisted our well-intended human-centered mentality into a powerful system that promotes ever-higher levels of consumption. When we’re working for an organization that pursues “double-digit growth” or “aggressive sales targets” ( which is 99 percent of us ), that’s very hard to resist while remaining human friendly. Yet with our best intentions, and even though we like to suggest that we create solutions for people, we’re a part of the problem.

What can we do to alter this?

We can begin by acting in the appropriate program levels. Donella H. Meadows, a system scholar, previously listed ways to influence a system in order of success. When you apply these to style, you get:

At the lowest level of effectiveness, you can change numbers such as accessibility results or the number of layout views. None of that will, however, alter a company’s manner.
• Similarly, affecting buffers ( such as team budgets ), stocks ( such as the number of designers ), flows ( such as the number of new hires ), and delays ( such as the time that it takes to hear about the effect of design ) won’t significantly affect a company.
• Focusing rather on feedback rings such as management power, staff identification, or design-system purchases can help a business become better at achieving its objectives. But that doesn’t alter the goals themselves, which means that the business may also work against your ethical-design ideals.
• The next level, data flows, is what most ethical-design activities focus on then: the transfer of moral strategies, tools, articles, conferences, workshops, and so on. This is where ethical design has largely remained theoretical. We’ve been focusing all of this time on the wrong system level.
• Take rules, for example—they beat knowledge every time. There can be widely accepted rules, such as how finance works, or a scrum team’s definition of done. However, unofficial rules intended to maintain profits can also smother ethical design, which are frequently revealed through statements like” the client didn’t ask for it” or “don’t make it too big.”
• It is very difficult to change the rules without retaining official authority. That’s why the next level is so influential: self-organization. Experimentation, bottom-up initiatives, passion projects, self-steering teams—all of these are examples of self-organization that improve the resilience and creativity of a company. It’s exactly this diversity of viewpoints that’s needed to structurally tackle big systemic issues like consumerism, wealth inequality, and climate change.
• Yet even stronger than self-organization are objectives and metrics. Our businesses want to earn more money, which means that everyone in the company makes an effort to earn more money. And once I realized that profit is merely a measure, I realized how crucial a very specific, defined metric can be in the direction of a company.

The takeaway? We must first change the company’s measurable goals from the bottom up if we truly want to incorporate ethics into our daily design practice.

Redefine success

Traditionally, we consider a product or service successful if it’s desirable to humans, technologically feasible, and financially viable. You tend to see these represented as equals, if you type the three words in a search engine, you’ll find diagrams of three equally sized, evenly arranged circles.

But in our hearts, we all know that the three dimensions aren’t equally weighted: it’s viability that ultimately controls whether a product will go live. Therefore, a more accurate representation might look like this:

Viability is the aim, while feasibility and desire are the means. Companies—outside of nonprofits and charities—exist to make money.

A genuinely purpose-driven company would try to reverse this dynamic: it would recognize finance for what it was intended for: a means. Therefore, both the company’s goals and its viability are important in order to realize what they are trying to accomplish. It makes intuitive sense: to achieve most anything, you need resources, people, and money. ( Fun fact: the Italian language knows no difference between feasibility and viability, both are simply fattibilità. )

However, merely switching between what is desirable and what is acceptable isn’t enough to produce an ethical result. Consumption is still associated with desirability because the associated activities aim to determine what people want, regardless of whether or not it benefits them. Desirability objectives, such as user satisfaction or conversion, don’t consider whether a product is healthy for people. They don’t stop us from developing products that deceive or deceive people, or do they prevent us from reducing society’s wealth inequality. They are unable to restore a healthy relationship with nature.

There’s a fourth dimension of success that’s missing: our designs also need to be ethical in the effect that they have on the world.

This is hardly a new idea. Many similar models exist, some calling the fourth dimension accountability, integrity, or responsibility. What I’ve never seen before, however, is the necessary step that comes after: to influence the system as designers and to make ethical design more practical, we must create objectives for ethical design that are achievable and inspirational. There’s no one way to do this because it highly depends on your culture, values, and industry. However, I’ll give you the version I created for a group of coworkers at a design firm. Consider it a template to get started.

Pursue well-being, equity, and sustainability

We created objectives that address design’s effect on three levels: individual, societal, and global.

An individual’s goal on the individual level clarifies what success entails in contrast to the typical user-centric focus on usability and satisfaction, taking into account factors like how much time and effort are required of users. We pursued well-being:

We create products and services that allow for people’s health and happiness. Our solutions are calm, transparent, nonaddictive, and nonmisleading. We respect our users ‘ time, attention, and privacy, and help them make healthy and respectful choices.

An objective on the societal level forces us to consider our impact beyond just the user, widening our attention to the economy, communities, and other indirect stakeholders. We called this objective equity:

We develop goods and services that benefit society. We consider economic equality, racial justice, and the inclusivity and diversity of people as teams, users, and customer segments. We listen to local culture, communities, and those we affect.

Finally, the global goal of maintaining harmony with humanity’s only home is the one we have. Referring to it simply as sustainability, our definition was:

We develop goods and services that reward reuse and sufficiency. Our solutions support the circular economy: we create value from waste, repurpose products, and prioritize sustainable choices. We deliver functionality instead of ownership, and we limit energy use.

In essence, ethical design ( to us ) meant achieving the wellbeing of each user and an equitable value distribution within society through a design that can sustain our living planet. When we introduced these objectives in the company, for many colleagues, design ethics and responsible design suddenly became tangible and achievable through practical—and even familiar—actions.

Measure impact

But defining these objectives still isn’t enough. What truly caught the attention of senior management was the fact that we created a way to measure every design project’s well-being, equity, and sustainability.

This overview lists example metrics that you can use as you pursue well-being, equity, and sustainability:

There’s a lot of power in measurement. As the saying goes, what gets measured gets done. This example was once provided by Donella Meadows:

The system will produce military spending if the desired system state is national security, which is defined as the amount of money spent on the military. It may or may not produce national security”.

This phenomenon explains why desirability is a poor indicator of success: it’s typically defined as the increase in customer satisfaction, session length, frequency of use, conversion rate, churn rate, download rate, and so on. But none of these metrics increase the health of people, communities, or ecosystems. What if instead we measured success through metrics for ( digital ) well-being, such as ( reduced ) screen time or software energy consumption?

There’s another important message here. Even if we set an objective to build a calm interface, if we were to choose the wrong metric for calmness—say, the number of interface elements—we could still end up with a screen that induces anxiety. The wrong metric can completely derail good intentions when chosen.

Additionally, choosing the right metric is enormously helpful in focusing the design team. Once you complete the task of selecting metrics for our goals, you are forced to consider what success looks like in terms of words and how you can demonstrate that you’ve accomplished your ethical goals. It also makes you think about what we as designers have control over: what can I add or change in my design process to achieve the desired level of success? The response to this query provides a lot of focus and clarity.

And finally, it’s good to remember that traditional businesses run on measurements, and managers love to spend much time discussing charts ( ideally hockey-stick shaped ) —especially if they concern profit, the one-above-all of metrics. For good or ill, to improve the system, to have a serious discussion about ethical design with managers, we’ll need to speak that business language.

Practice daily ethical design

Only then do you have a chance to structurally practice ethical design once you have defined your objectives and have a reasonable idea of the potential metrics for your design project. It” simply” turns into a matter of using your imagination and sprinkling from the knowledge and tools that are already at your disposal.

I think this is quite exciting! The design process is presented with a whole new set of difficulties and considerations. Should you stick to that time-consuming video or would a brief illustration suffice? Which typeface is the most calm and inclusive? What brand-new equipment and techniques do you employ? When is the website’s end of life? How can you offer the same service to users with less focus? How can you ensure that those who are affected by decisions are present when they are made? How can you measure our effects?

The definition of success will fundamentally alter what doing good design entails.

There is, however, a final piece of the puzzle that’s missing: convincing your client, product owner, or manager to be mindful of well-being, equity, and sustainability. For this, it’s essential to engage stakeholders in a dedicated kickoff session.

Kick it off or return to the pre-existing

The most crucial meeting that it is so easy to forget to include is the kickoff. It consists of two major phases: 1 ) the alignment of expectations, and 2 ) the definition of success.

In the first phase, the entire ( design ) team goes over the project brief and meets with all the relevant stakeholders. Everyone gets to know one another, shares their hopes for the outcome, and makes their own contributions to it. Assumptions are raised and discussed. The goal is to reach the same level of understanding and, in turn, to prevent mistakes and surprises later on in the project.

For example, for a recent freelance project that aimed to design a digital platform that facilitates US student advisors ‘ documentation and communication, we conducted an online kickoff with the client, a subject-matter expert, and two other designers. We used a combination of canvases on Miro: one with questions from” Manual of Me” ( to get to know each other ), a Team Canvas ( to express expectations ), and a version of the Project Canvas to align on scope, timeline, and other practical matters.

The stated purpose of a kickoff is the above. But just as important as expressing expectations is agreeing on what success means for the project—in terms of desirability, viability, feasibility, and ethics. What are the objectives in each dimension?

It’s crucial to reach an understanding of what success means at this early stage because you can depend on it for the duration of the project. The design team can use diversity as a specific success factor during the kickoff if they want to create an inclusive app for a diverse user base, for instance. If the client consents, the team will be able to recite that promise throughout the project. As we agreed in our first meeting, having A and B’s diverse user group is essential to creating a successful product. Therefore, we conduct activity X and follow the research procedure Y. Compare those odds to a situation where the team had to ask for permission halfway through the project and didn’t agree to that beforehand. The client might argue that that was in excess of the agreed scope, and she would be correct.

To define success, I created a round canvas that I call the Wheel of Success in the case of this freelance project. It consists of an inner ring, meant to capture ideas for objectives, and a set of outer rings, meant to capture ideas on how to measure those objectives. The rings are divided into five dimensions of successful design: healthy, equitable, sustainable, desirable, feasible, and viable.

We went through each dimension, writing down ideas on digital sticky notes. Then we exchanged ideas and verbally agreed on the most crucial ones. Our client, for instance, agreed that the platform’s success depends heavily on sustainability and progressive enhancement. Additionally, the subject-matter expert stressed the value of involving students from underprivileged and low-income groups in the design process.

In a project brief that adequately described these elements, we followed up our discussions and agreed on them.

the project’s origin and purpose: why are we doing this project?
• the problem definition: what do we want to solve?
• the concrete goals and metrics for each success dimension: what do we want to achieve?
• the scope, process, and role descriptions: how will we achieve it?

With such a brief in place, you can use the agreed-upon objectives and concrete metrics as a checklist of success, and your design team will be ready to pursue the right objective—using the tools, methods, and metrics at their disposal to achieve ethical outcomes.

Conclusion

Over the past year, quite a few colleagues have asked me,” Where do I start with ethical design”? My response has always been the same: hold a meeting with your stakeholders to ( re)define success. Even though you might not always be entirely successful in coming to terms with goals that address all responsibility goals, that consistently beats the status quo. If you want to be an ethical, responsible designer, there’s no skipping this step.

To be even more specific: if you consider yourself a strategic designer, your challenge is to define ethical objectives, set the right metrics, and conduct those kick-off sessions. If you think of yourself as a system designer, you need to first understand how your industry influences consumerism and inequality, how finance drives business, and how to think creatively about how to best influence the system. Then redefine success to give people the ability to use those tools.

And for those who identify as service designers, UX designers, or UI designers, steer clear of the toolkits, meetups, and conferences for a while if you truly want to have a positive, meaningful impact. Instead, gather your colleagues and define goals for well-being, equity, and sustainability through design. Engage your stakeholders in a workshop to find ways to accomplish and evaluate those ethical objectives. Take their input, make it concrete and visible, ask for their agreement, and hold them to it.

Otherwise, I’m genuinely sorry to say, you’re wasting your precious time and creative energy.

Of course, engaging your stakeholders in this way can be uncomfortable. Many of my colleagues expressed doubts such as” What will the client think of this”?,” Will they take me seriously”?, and “Can’t we just do it within the design team instead”? In fact, a product manager once questioned why ethics couldn’t just be a set process in design; to simply do it without making the effort to define ethical goals. It’s a tempting idea, right? Without having to deliberate about the appropriate values or key performance indicators, we wouldn’t have to discuss them with stakeholders. It would let us focus on what we like and do best: designing.

But as systems theory tells us, that’s not enough. That uncomfortable space is where we need to be if we truly want to make a difference, for those of us who aren’t from marginalized groups and have the privilege of speaking up and being heard. We can’t remain within the design-for-designers bubble, enjoying our privileged working-from-home situation, disconnected from the real world out there. If we only keep talking about ethical design and it continues to be contained within articles and toolkits, for those of us who have the opportunity to speak up and be heard, we are not designing ethically. It’s just theory. By challenging them to redefine success in business, we must actively engage with our coworkers and clients.

With a bit of courage, determination, and focus, we can break out of this cage that finance and business-as-usual have built around us and become facilitators of a new type of business that can see beyond financial value. We simply need to come to terms with the right goals at the start of each design project, identify the appropriate metrics, and acknowledge that we already have everything we need to get started. That’s what it means to do daily ethical design.

For their inspiration and support over the years, I would like to thank Emanuela Cozzi Schettini, José Gallegos, Annegret Bönemann, Ian Dorr, Vera Rademaker, Virginia Rispoli, Cecilia Scolaro, Rouzbeh Amini, and many others.

CSS is all about appearance containers. In fact, the whole website is made of containers, from the website viewport to components on a webpage. However, there are times when we have a fresh element that forces us to reevaluate our design strategy.

Square features, for instance, make it fun to play with round picture areas. Mobile screen notches and electronic keyboards present difficulties in how to best manage content that stays out of reach. And two display or portable devices make us reassess how to best utilize available space in a number of various device postures.

These new evolutions of the internet system made it both more demanding and more exciting to design products. We have a lot of options to leave our rectangular containers.

I’d like to talk about a new feature similar to the above: the Window Controls Overlay for Progressive Web Apps ( PWAs ).

Liberal Web Apps are bridging the gap between websites and apps. They combine the best of both worlds. On the one hand, they are flexible, relatable, and stable, just like websites. On the other hand, they provide more effective features, work online, and read documents just like local apps.

PWAs are really exciting as a style area because they challenge us to consider how blending online and device-native customer interfaces may be. On desktop products in certain, we have more than 40 years of history telling us what software may look like, and it can be hard to break out of this mental concept.

PWAs on pc are ultimately limited to the top of a square with a name club.

Here’s what a standard desktops PWA app looks like:

Sure, as the author of a PWA, you get to choose the color of the title bar (using the Web Application Manifest theme_color house ), but that’s about it.

What if we could look beyond this field and reclaim the entire window of the app? Doing so would give us a chance to create our programs more wonderful and feel more included in the operating system.

The Window Controls Overlay offers precisely this. This innovative PWA operation makes it possible to take advantage of the full floor area of the app, including where the name bar usually appears.

About the windows and title table settings

Let’s begin with an explanation of what the title bar and screen controls are.

The name club, which typically contains the phone’s name, appears at the top of an game glass. Window settings are the affordances, or buttons, that make it possible to decrease, increase, or near the app’s screen, and are also displayed at the top.

Window Controls Overlay removes the physical constraint of the title bar and window controls areas. The title bar and window control buttons are overlayed on top of the application’s web content, allowing for full height to be the app window.

If you are reading this article on a desktop computer, take a quick look at other apps. They’re probably already doing something similar. In fact, the very web browser you are using to read this uses the top area to display tabs.

Spotify displays album artwork all the way to the top edge of the application window.

Microsoft Word uses the available title bar space to display the auto-save and search functionalities, and more.

This feature’s main goal is to give you the ability to use this space with your own content while also providing a way to account for the window control buttons. And it enables you to offer this modified experience on a range of platforms while not adversely affecting the experience on browsers or devices that don’t support Window Controls Overlay. PWAs are all about progressive enhancement, so this feature is a chance to make your app use this extra space when it’s available.

Let’s use the feature

We’ll be working on a demo app for the remainder of this article to learn more about how to use the feature.

The demo app is called 1DIV. Users can create designs using CSS and a single HTML element in a simple CSS playground.

The app has two pages. The first lists the CSS designs you’ve already created:

The second page enables you to create and edit CSS designs:

Since I’ve added a simple web manifest and service worker, we can install the app as a PWA on desktop. What it appears to be on macOS is shown below:

And on Windows:

Our app looks good, but the first page’s white title bar is a waste of space. In the second page, it would be really nice if the design area went all the way to the top of the app window.

To enhance this, let’s use the Window Controls Overlay feature.

Enabling Window Controls Overlay

The film is still in its experimental phase right now. To try it, you need to enable it in one of the supported browsers.

It has currently been incorporated into Chromium as a result of a collaboration between Microsoft and Google. We can therefore use it in Chrome or Edge by going to the internal about: //flags page, and enabling the Desktop PWA Window Controls Overlay flag.

Using the overlay of window controls

To use the feature, we need to add the following display_override member to our web app’s manifest file:

{ "name": "1DIV", "description": "1DIV is a mini CSS playground", "lang": "en-US", "start_url": "/", "theme_color": "#ffffff", "background_color": "#ffffff", "display_override": [ "window-controls-overlay" ], "icons": [ ... ]}

On the surface, the feature is incredibly simple to use. This manifest change is the only thing we need to make the title bar disappear and turn the window controls into an overlay.

We’ll need a little bit of CSS and JavaScript code to make the most of the title bar area in our design and provide a great experience for all users regardless of device or browser they use.

Here is what the app looks like now:

Our logo, search field, and NEW button are now partially covered by the window controls, but the title bar has been removed, which is what we wanted. Our layout now begins at the top of the window.

It’s similar on Windows, with the difference that the close, maximize, and minimize buttons appear on the right side, grouped together with the PWA control buttons:

CSS to avoid window controls

Along with the feature, new CSS environment variables have been introduced:

• titlebar-area-x
• titlebar-area-y
• titlebar-area-width
• titlebar-area-height

You can position your content where the title bar would have been by using these variables with the CSS env function to prevent it from overlapping with the window controls. In our case, we’ll use two of the variables to position our header, which contains the logo, search bar, and NEW button.

header { position: absolute; left: env(titlebar-area-x, 0); width: env(titlebar-area-width, 100%); height: var(--toolbar-height);}

The titlebar-area-x variable gives us the distance from the left of the viewport to where the title bar would appear, and titlebar-area-width is its width. (Remember, this is not equivalent to the width of the entire viewport, just the title bar portion, which as noted earlier, doesn’t include the window controls.)

By doing this, we make sure our content remains fully visible. We’re also defining fallback values (the second parameter in the env() function) for when the variables are not defined (such as on non-supporting browsers, or when the Windows Control Overlay feature is disabled).

Our header now adapts to its surroundings, and it doesn’t seem like there are any afterthoughts to the window control buttons. The app looks a lot more like a native app.

Changing the window controls the background color so that it blends in

Now let’s take a closer look at our second page: the CSS playground editor.

Not very good. Our CSS demo area does go all the way to the top, which is what we wanted, but the way the window controls appear as white rectangles on top of it is quite jarring.

By changing the theme color of the app, we can fix this. There are a couple of ways to define it:

PWAs can use the theme_color manifest member to set a theme color in the web app manifest file. This color is then used by the OS in different ways. It is used to give the title bar and window controls a background color on desktop computers.
• Websites can use the theme-color meta tag as well. It’s used by browsers to customize the color of the UI around the web page. For PWAs, this color can override the manifest theme_color.

In our case, we can set the manifest theme_color to white to provide the right default color for our app. The OS will read this color value when the app is installed and use it to make the window controls background color white. This color works great for our main page with the list of demos.

The theme-color meta tag can be changed at runtime, using JavaScript. So we can do that to override the white with the right demo background color when one is opened.

Here is the function we’ll use:

function themeWindow(bgColor) { document.querySelector("meta[name=theme-color]").setAttribute('content', bgColor);}

With this in place, we can envision how using color and CSS transitions can smooth transition from the list page to the demo page and make the window control buttons blend in with the rest of the app’s interface.

Dragging the window

Now, getting rid of the title bar entirely does have an important accessibility consequence: it’s much more difficult to move the application window around.

Users can use the Window Controls Overlay feature to move the window, but this area becomes limited to where the control buttons are, and they must very precisely aim between these buttons to move the window. However, the title bar offers a sizable area for users to click and drag.

Fortunately, this can be fixed using CSS with the app-region property. This property is, for now, only supported in Chromium-based browsers and needs the -webkit- vendor prefix. 

To make any element of the app become a dragging target for the window, we can use the following:

-webkit-app-region: drag;

Additionally, it is possible to expressly make an element non-draggable:

-webkit-app-region: no-drag; 

These options can be useful for us. We can make the entire header a dragging target while also making the NEW button and search field non-draggable so they can still be used as normal.

However, because the editor page doesn’t display the header, users wouldn’t be able to drag the window while editing code. So let’s take a different strategy. We’ll create another element before our header, also absolutely positioned, and dedicated to dragging the window.

...

.drag { position: absolute; top: 0; width: 100%; height: env(titlebar-area-height, 0); -webkit-app-region: drag;}

With the above code, we’re making the draggable area span the entire viewport width, and using the titlebar-area-height variable to make it as tall as what the title bar would have been. This way, our draggable area is aligned with the window control buttons as shown below.

And now, to ensure that our search box and button are usable:

header .search,header .new { -webkit-app-region: no-drag;}

With the above code, users can click and drag where the title bar used to be. Users are expecting to be able to move windows on their desktops, and we are not breaking this expectation, which is good.

Adapting to window resizing

It may be useful for an app to know both whether the window controls overlay is visible and when its size changes. In our situation, there wouldn’t be enough room for the search field, logo, and button to fit because the user made the window very narrow. We would want to push them a little lower.

The Window Controls Overlay feature comes with a JavaScript API we can use to do this: navigator.windowControlsOverlay.

The API offers three intriguing features:

• navigator.windowControlsOverlay.visiblelets us know whether the overlay is visible.
• navigator.windowControlsOverlay.getBoundingClientRect()lets us know where the title bar’s area is located and how big it is.
• navigator.windowControlsOverlay.ongeometrychangelets us know when the size or visibility changes.

Use this to check the size of the title bar area and lower the header if it’s too small.

if (navigator.windowControlsOverlay) { navigator.windowControlsOverlay.addEventListener('geometrychange', () => { const { width } = navigator.windowControlsOverlay.getBoundingClientRect(); document.body.classList.toggle('narrow', width < 250); });}

In the example above, we set the narrow class on the body of the app if the title bar area is narrower than 250px. We could do something similar with a media query, but using the windowControlsOverlay API has two advantages for our use case:

• It’s only fired when the feature is supported and used, we don’t want to adapt the design otherwise.
• We can see the title bar area across different operating systems, which is great because the window controls ‘ size is different on Mac and Windows. Using a media query wouldn’t make it possible for us to know exactly how much space remains.

.narrow header { top: env(titlebar-area-height, 0); left: 0; width: 100%;}

When the window is too small, we can move the header down using the above CSS code to avoid hitting the window control buttons, and we can also lower the thumbnails accordingly.

Thirty pixel of creative challenge

Using the Window Controls Overlay feature, we were able to take our simple demo app and turn it into something that feels so much more integrated on desktop devices. Something that transcends the traditional window restrictions and offers its users a personalized experience.

In reality, this feature only gives us about 30 pixels of extra room and comes with challenges on how to deal with the window controls. However, these additional space and those difficulties can be used as creative design opportunities.

More devices of all shapes and forms get invented all the time, and the web keeps on evolving to adapt to them. To make it easier for us, web authors, to integrate more and more deeply with those devices, new features are added to the web platform. From watches or foldable devices to desktop computers, we need to evolve our design approach for the web. We can now think outside the rectangular box when building for the web.

So let’s embrace this. Use the common technologies at our disposal and experiment with new concepts to create personalized experiences for all devices, all using a single codebase!

If you get a chance to try the Window Controls Overlay feature and have feedback about it, you can open issues on the spec’s repository. You can help make this feature even better because it’s still in its early stages of development. Or, you can take a look at the feature’s existing documentation, or this demo app and its source code.

I’ve been fascinated by shows since I was a child. I loved the heroes and the excitement—but most of all the stories. I aspired to be an artist. And I figured out that I would be able to embark on interesting activities in the same way that Indiana Jones did. I also dreamed up suggestions for videos that my friends and I could create and sun in. But they never advanced more. However, I did end up working in user experience ( UI). Today, I realize that there’s an element of drama to UX— I hadn’t actually considered it before, but consumer research is story. And to get the most out of customer studies, you must tell a compelling story that involves stakeholders, including the product team and decision-makers, and piques their interest in learning more.

Consider your preferred drama. More than likely it follows a three-act construction that’s frequently seen in story: the layout, the fight, and the quality. The second act provides an overview of what is happening now, and it also serves as a primer for the heroes and the difficulties and issues they face. The issue begins in Act 2, which introduces the issue. Here, difficulties grow or get worse. The decision comes in the third and final action. The figures learn and change as a result of the resolutions and issues are resolved. I believe that this architecture is also a great way to think about customer study, and I think that it can be particularly helpful in explaining person exploration to others.

Use story as a framework for conducting analysis

Unfortunately, many people now believe that study is unprofitable. If finances or timelines are small, analysis tends to be one of the first points to go. Some goods managers rely on developers or, worse, their own mind to make the “right” decisions for customers based on their experience or accepted best practices rather than investing in research. That might lead to some clubs getting in the way, but it’s too easy to overlook the real issues facing users. To be user-centered, this is something we really avoid. User study improves style. It provides opportunities and problems while keeping it on record. Being aware of the issues with your product and reacting to them can help you stay ahead of your competition.

Each action in the three-act construction corresponds to a specific stage of the process, and each stage is crucial to delivering the full narrative. Let’s take a look at the various functions and how they relate to consumer study.

Act one: layout

Fundamental analysis comes in handy because the setup is all about comprehending the background. Basic research ( also known as relational, discovery, or preliminary research ) aids in understanding users and identifying their issues. You’re learning about what exists now, the obstacles people have, and how the problems affect them—just like in the videos. You can conduct contextual inquiries or diary studies ( or both! ) to conduct foundational research. ), which may assist you in identifying both challenges and options. It doesn’t need to be a great investment in time or money.

Erika Hall discusses the most effective anthropology, which can be as straightforward as spending 15 hours with a customer and asking them to” Walk me through your morning yesterday.” That is it. Provide that one ask. Locked up and spend fifteen minutes listening to them. Do everything in your power to keep yourself and your pursuits out of it. Bam, you’re doing ethnography”. According to Hall, “[This ] will definitely prove quite fascinating. In the unlikely event that you don’t learn anything new or helpful, move on with more self-assurance in your direction.

This makes total sense to me. And I adore how customer study is made so simple. You can only attract participants and do it! You don’t need to create a lot of documentation. This can offer a wealth of knowledge about your customers, and it’ll help you better understand them and what’s going on in their life. Understanding where people are coming from is what action one is really all about.

Jared Spool discusses the significance of fundamental research and how it should comprise the majority of your study. If you can pick from any further user data that you can get your hands on, such as surveys or analytics, that can complement what you’ve heard in the fundamental studies or even time to areas that need more research. All of this information helps to give a more in-depth picture of the state of issues and all of its flaws. And that’s the start of a gripping tale. It’s the place in the story where you realize that the principal characters—or the people in this case—are facing issues that they need to conquer. This is where you begin to develop compassion for the figures and support their success, much like in the movies. And hoped that participants are now doing the same. Their love may be with their company, which could be losing funds because people didn’t complete certain tasks. Or perhaps they feel something for the problems of consumers. In either case, action one serves as your main strategy to pique the interest and interest of the participants.

When stakeholders begin to understand the value of basic research, that is open doors to more opportunities that involve users in the decision-making method. And that can help product teams become more user-centric. Everyone benefits from this, including the product, stakeholders, and users. It’s like winning an Oscar in movie terms—it often leads to your product being well received and successful. And this might serve as a motivator for stakeholders to carry this out with other goods. The secret to this process is storytelling, and knowing how to tell a compelling story is the only way to entice stakeholders to do more research.

This brings us to act two, where you iteratively evaluate a design or concept to see whether it addresses the issues.

Act two: conflict

Act two is all about approving the issues you raised in act one. This usually involves directional research, such as usability tests, where you assess a potential solution ( such as a design ) to see whether it addresses the issues that you found. Unmet needs or issues with a flow or process that is causing users to flee could be the causes. More problems will come up in the process, much like in the second act of a film. It’s here that you learn more about the characters as they grow and develop through this act.

Usability tests should typically consist of five participants, according to Jakob Nielsen, who found that that number of users can typically identify the majority of the issues:” As you add more and more users, you learn less and less because you will keep seeing the same things again and again… After the fifth user, you are wasting your time by observing the same findings repeatedly but not learning much new.”

There are also similarities to storytelling here: if you try to tell a story with too many characters, the plot may become lost. Having fewer participants means that each user’s struggles will be more memorable and easier to relay to other stakeholders when talking about the research. This can help convey the problems that need to be solved while also highlighting the worth of conducting the research in the first place.

Usability tests have been conducted in person for tens of thousands of years, but remote testing can also be done using software like Microsoft Teams, Zoom, or other teleconferencing tools. This approach has become increasingly popular since the beginning of the pandemic, and it works well. You might interpret in-person usability tests as a form of theater watching as opposed to remote testing. Each has advantages and disadvantages. In-person usability research is a much richer experience. The sessions are conducted with other stakeholders in mind. Additionally, you get real-time reactions, including surprises, disagreements, and discussions about what they’re seeing. Much like going to a play, where audiences get to take in the stage, the costumes, the lighting, and the actors ‘ interactions, in-person research lets you see users up close, including their body language, how they interact with the moderator, and how the scene is set up.

If conducting usability testing in the field is like watching a play that is staged and controlled, where any two sessions may be very different from one another. You can conduct usability testing in the real world by creating a replica of the environment where users interact with the product and conducting your research there. Or you can go out to meet users at their location to do your research. With either option, you can see how things work in context, how things develop in ways that wouldn’t have in a lab setting, and how conversion can occur in completely different ways. You have less control over how these sessions end as researchers, but this can occasionally help you understand users even better. Meeting users where they are can provide clues to the external forces that could be affecting how they use your product. In-person usability tests add a level of detail that remote usability tests frequently lack.

That’s not to say that the “movies” —remote sessions—aren’t a good option. Remote sessions can reach a wider audience. They make it possible for much more people to participate in the research and to observe what is happening. Additionally, they make the doors accessible to a much wider range of users. But with any remote session there is the potential of time wasted if participants can’t log in or get their microphone working.

The advantage of usability testing, whether conducted remotely or in person, is that you can ask real users questions to understand their reasoning and understanding of the problem. This can help you identify issues as well as understand why they were initially issues. Furthermore, you can test hypotheses and gauge whether your thinking is correct. By the end of the sessions, you’ll be able to see for yourself whether the designs are useful and effective. The excitement is in the second act, but there are also potential surprises in the third. This is equally true of usability tests. Sometimes, participants will say unexpected things that alter the way you look at them, which can lead to unexpected turns in the story.

Unfortunately, user research can occasionally be viewed as wasteful. And too often usability testing is the only research process that some stakeholders think that they ever need. There isn’t much to be gained by conducting usability testing in the first place if the designs you’re evaluating in the usability test aren’t grounded in a thorough understanding of your users ( foundational research ). That’s because you’re narrowing down the area of focus on without considering the needs of the users. As a result, there’s no way of knowing whether the designs might solve a problem that users have. In the context of a usability test, it’s just feedback on a particular design.

On the other hand, if you only do foundational research, you won’t know whether the thing you’re building will actually solve that problem, despite the fact that you might have set out to solve the right problem. This illustrates the importance of doing both foundational and directional research.

In act two, stakeholders will hopefully be able to observe the user sessions ‘ development, which exposes the conflict and tension in the current design’s highs and lows. And in turn, this can encourage stakeholders to take action on the issues that arise.

Act three: resolution

The third act is about resolving the issues from the first two acts, while the first two acts are about understanding the background and the tensions that can compel stakeholders to take action. While having an audience for the first two acts is crucial, having them stay for the final act is also important. That means the whole product team, including developers, UX practitioners, business analysts, delivery managers, product managers, and any other stakeholders that have a say in the next steps. It allows the entire team to discuss what’s possible within the project’s constraints, ask questions, and discuss user feedback together. Additionally, it enables the UX design and research teams to clarify, suggest alternatives, or provide more context for their decisions. So you can get everyone on the same page and get agreement on the way forward.

This act is primarily told through voiceover with some audience participation. The researcher serves as the narrator, who depicts the issues and what the product’s potential future might look like in light of what the team has learned. They give the stakeholders their recommendations and their guidance on creating this vision.

In the Harvard Business Review, Nancy Duarte describes a method for structuring presentations that follow a persuasive narrative. The most effective presenters employ the same methods as great storytellers: they create a conflict that needs to be settled by reminding people of the status quo and then revealing a better way, according to Duarte. ” That tension helps them persuade the audience to adopt a new mindset or behave differently”.

This kind of structure is in line with research findings, particularly those from usability tests. It provides evidence for “what is “—the problems that you’ve identified. And “what might be “—your suggestions for how to respond to them. And so forth.

You can reinforce your recommendations with examples of things that competitors are doing that could address these issues or with examples where competitors are gaining an edge. Or they can be as visual as quick sketches of a potential solution to a problem. These can help create momentum and conversation. And this continues until the end of the session when you’ve wrapped everything up in the conclusion by summarizing the main issues and suggesting a way forward. The denouement of the story is where you make the main points or problems and what they mean for the product. This stage provides stakeholders with the next steps and, hoped, the motivation to take those steps!

While we are nearly at the end of this story, let’s reflect on the idea that user research is storytelling. The three-act structure of user research contains all the components for a good story:

Act one: You encounter the protagonists ( the users ) and the antagonists ( the issues affecting users ). This is the beginning of the plot. Researchers might use techniques in act one, including contextual inquiry, ethnography, diary studies, surveys, and analytics. These techniques can produce personas, empathy maps, user journeys, and analytics dashboards as output.

Act two: Next, there’s character development. The protagonists encounter problems and difficulties, which they must overcome, and there is conflict and tension. Researchers might use heuristics evaluation, usability testing, competitive benchmarking, and other methods in act two. The output of these can include usability findings reports, UX strategy documents, usability guidelines, and best practices.

Act three: The protagonists win, and you can see a better future. Researchers may use techniques like presentation decks, storytelling, and digital media in act three. The output of these can be: presentation decks, video clips, audio clips, and pictures.

The researcher performs a number of tasks: they are the producer, the director, and the storyteller. Although the participants are only a small part in the study, they are significant characters. And the stakeholders are the audience. However, the most crucial thing is to get the narrative straight and to use storytelling to research users ‘ stories. In the end, the parties should leave with a goal and an eagerness to fix the product’s flaws.

So the next time that you’re planning research with clients or you’re speaking to stakeholders about research that you’ve done, think about how you can weave in some storytelling. User research is ultimately a win-win situation for everyone, and all you need to do is pique stakeholders ‘ interest in how the story ends.

The personalization space is real, between the dream of getting it right and the worry of it going wrong ( like when we encounter “persofails” similar to a company’s constant plea to regular people to purchase additional bathroom seats ). It’s an particularly confusing place to be a modern professional without a map, a map, or a strategy.

There are no Lonely Planet and some tour guides for those of you who want to personalize because powerful customisation is so dependent on each group’s talent, technology, and market position.

However, you can make sure your team has properly packed its carriers.

There’s a DIY method to increase your chances for achievement. You’ll at least at least disarm your boss ‘ irrational exuberance. You’ll need to properly plan before the celebration.

We call it prepersonalization.

Behind the song

Take into account the DJ have on Spotify, which was introduced last month.

We’re used to seeing the polished final outcome of a personalization function. A personal have had to be conceived, budgeted, and prioritized before the year-end prize, the making-of-backstory, or the behind-the-scenes success chest. Before any customisation function is implemented in your product or service, it lives among a long list of thought-provoking concepts that can be used to enhance customer experience more automatically.

So how do you understand where to position your personalization bet? How can you create regular interactions that didn’t irritate users or worse, breed trust? We’ve found that for many well-known budgeted programs to support their continued investments, they initially required one or more workshops to join vital technologies users and stakeholders. Create it count.

We’ve closely observed the same evolution with our consumers, from major software to young companies. How successfully these prepersonalization actions work out, based on our experience working on small and large personalisation initiatives, and how successful these programs are.

Time and again, we’ve seen successful workshops individual coming success stories from fruitless efforts, saving many time, resources, and social well-being in the process.

A yearlong project involving tests and feature development is a customisation practice. Your technical load is not experiencing a switch-flip. It’s ideal managed as a delay that usually evolves through three actions:

1. customer experience optimization ( CXO, also known as A/B testing or experimentation )
2. always-on machines, whether they are rules-based or machine-generated.
3. mature features or standalone product development ( such as Spotify’s DJ experience )

We think there is a basic language, a set of “nouns and verbs” that your business can use to create personalized, personalized, or automatic experiences, which is why we created our democratic personalization platform and why we’re testing an accompanying deck of cards. You won’t require these accounts. But we highly recommend that you create something similar, whether that might be online or real.

Set the timer for the house.

How much does a prepersonalization studio take to prepare? The surrounding assessment activities that we recommend including can ( and often do ) span weeks. We suggest aiming for two to three days for the primary workshop. Information on the important first-day activities are included in a summary of our broad approach.

The whole episode of the wider studio is twofold:

Kickstart: This specifies the terms of your wedding as you concentrate on both your team’s and your team’s preparation and travel.
1. The card-based factory activities center on a plan of attack and the scope of work, which is outlined in the plan of action.
2. Work your plan: This stage is all about creating a competitive environment for staff participants to singularly pitch their personal pilots that each contain a proof-of-concept task, its business case, and its operating model.

Give yourself at least a day, divided into two long time blocks, to work through a concentrated version of those initial two phases.

Kickstart: Apt your appetite

We call the first lesson the “landscape of connected experience“. It looks at the possibilities for personalization in your organization. Any UX that necessitates the orchestration of multiple systems of record on the backend is a connected experience, in our opinion. This could be a content-management system combined with a marketing-automation platform. It might be a customer-data platform combined with a digital asset manager.

Create a conversation by mentioning consumer and business-to-business examples of connected experience interactions that you admire, find familiar, or even dislike. This should cover a representative range of personalization patterns, including automated app-based interactions ( such as onboarding sequences or wizards ), notifications, and recommenders. These are in the cards, which we have a catalog of. Here’s a list of 142 different interactions to help you with your thinking.

This is all about setting the table. What potential avenues might the practice take in your organization? Here’s a long-form primer and a strategic framework for a broader view.

Assess each example that you discuss for its complexity and the level of effort that you estimate that it would take for your team to deliver that feature ( or something similar ). In our cards, we break down connected experiences into five categories: functions, features, experiences, complete products, and portfolios. Build your own size in this. This will help to focus the conversation on the merits of ongoing investment as well as the gap between what you deliver today and what you want to deliver in the future.

Next, have your team plot each concept on the following 2 2 grid, which lists the four enduring justifications for a unique experience. This is crucial because it emphasizes how personalization can affect your own methods of working as well as your external customers. It’s also a reminder ( which is why we used the word argument earlier ) of the broader effort beyond these tactical interventions.

Each team member should vote on where they see your product or service putting its emphasis. You can’t give them all a priority, of course. Here, the goal is to show how various departments may view their own benefits from the effort, which can vary from one department to the next. Documenting your desired outcomes lets you know how the team internally aligns across representatives from different departments or functional areas.

The third and final kickstart activity is about filling in the personalization gap. Is the customer journey well documented in your business? Will data and privacy compliance be too big of a challenge? Do you have any needs for content metadata that you must address? It’s just a matter of acknowledging the magnitude of that need and finding a solution ( we’re fairly certain that you do ). In our cards, we’ve noted a number of program risks, including common team dispositions. For instance, our Detractor card lists six protracted behavior that is harmful to the development of our country.

Your success depends on collaborating effectively and managing expectations. Consider the potential barriers to your future progress. Give the participants a list of specific steps you can take to overcome or reduce those obstacles in your organization. According to research, personalization initiatives face a number of common obstacles.

You should have, at this point, discussed sample interactions, emphasized a significant benefit, and identified significant gaps. Good—you’re ready to continue.

Hit the test kitchen

Next, let’s take a look at what you’ll need to create personalization recipes. Personalization engines, which are robust software suites for automating and expressing dynamic content, can intimidate new customers. They give you a variety of options for how your organization can conduct its activities because of their broad and potent capabilities. This raises the question: When creating a connected experience, where do you start?

What’s important here is to avoid treating the installed software like it were a dream kitchen from some fantasy remodeling project ( as one of our client executives memorably put it ). These software engines are more like test kitchens where your team can begin creating, testing, and improving the snacks and meals that will be included on the regularly changing menu of your personalization program.

Over the course of the workshop, the ultimate menu of the prioritized backlog will come together. And making “dishes” is the way that you’ll have different team members create customized interactions that either serve their or others ‘ needs.

The dishes will come from recipes, and those recipes have set ingredients.

Verify your ingredients

You’ll ensure that you have everything you need to create your desired interaction ( or that you can determine what needs to be added to your pantry like a good product manager ) and that you have validated with the right stakeholders present. These elements include the audience you’re targeting, the content and design elements, the interaction’s context, and your overall ensemble.

This isn’t just about discovering requirements. The team can: Identify your personalizations as a series of if-then statements by documenting them as a series of if-then statements.

1. compare findings to a common method for developing features, similar to how artists paint with the same color palette,
2. specify a consistent set of interactions that users find uniform or familiar,
3. and establish parity between all important performance indicators and performance metrics.

As a result, you can deliver a common palette of the main themes of your personalized or automated experience while reducing the number of technical efforts required.

Compose your recipe

What elements are significant to you? Consider the construct of a who-what-when-why

• Who are your key audience segments or groups?
• What kind of content will you provide for them, what design elements, and under what circumstances?
• And what are the business and user benefits?

We first developed these cards and card categories five years ago. We regularly test their suitability with clients and audience members at conferences. And there are still fresh possibilities. But they all follow an underlying who-what-when-why logic.

In the cards in the accompanying photo below, you can typically follow along with right to left in three examples of subscription-based reading apps.

1. When a visitor or an unidentified visitor interacts with a product title, a banner or alert bar appears that makes it simpler for them to find a related title they might like to read, saving them time.
2. Welcome automation: When there’s a newly registered user, an email is generated to call out the breadth of the content catalog and to make them a happier subscriber.
3. Winback automation: A user receives an email before their subscription expires or after a recent failed renewal to request that they reconsider or remind them to do so.

We’ve also found that sometimes this process comes together more effectively by cocreating the recipes themselves, so a good preworkshop activity might be to think about what these cards might be for your organization. Start with a set of blank cards, and begin labeling and grouping them through the design process, eventually distilling them to a refined subset of highly useful candidate cards.

The workshop’s later stages could be characterized as shifting from focusing on a cookbook to a more nuanced customer-journey mapping. Individual” cooks” will pitch their recipes to the team using a standard jobs-to-be-done format to ensure consistency and outcomes, and from there, the resulting collection will be prioritized for finished design and production delivery.

Better kitchens require better architecture

For those who are inside delivering it, simplifying a customer experience is a challenging task. Avoid those who make up their mind. With that being said,” Complicated problems can be hard to solve, but they are addressable with rules and recipes“.

When a team overfits: they aren’t designing with their best data, personalization turns into a laughing line. Every organization has metadata debt to go along with its technical debt, which causes a drag on the effectiveness of personalization, much like a sparse pantry. Your AI’s output quality, for example, is indeed limited by your IA. Prior to their acquisition of a seemingly modest metadata startup that now powers the underlying information architecture, Spotify’s poster-child prowess today was beyond comprehension.

You can’t stand the heat, in fact…

Personalization technology opens a doorway into a confounding ocean of possible designs. Only a disciplined and highly collaborative approach will produce the necessary concentration and intention for success. Banish the ideal kitchen. Instead, hit the test kitchen to save time, preserve job satisfaction and security, and safely dispense with the fanciful ideas that originate upstairs of the doers in your organization. There are mouths to feed and meals to be served.

This framework of the workshop gives you a strong chance at long-term success as well as solid ground. Wiring up your information layer isn’t an overnight affair. However, if you use the same cookbook and the same recipe combination, you’ll have solid ground for success. We created these activities to ensure that your organization’s needs are clear and concise before the risks start to accumulate.

While there are associated costs toward investing in this kind of technology and product design, your ability to size up and confront your unique situation and your digital capabilities is time well spent. Don’t waste it. The pudding is the proof, as they say.